Jeffery Haller
Jeffery Haller is a registered investment advisor at Vestgen Advisors, LLC, based in Naples, FL, with 32 years of industry experience. Jeffery is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 22,790 clients with $6.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The annual fee ranges up to a maximum of 2.5% of assets held in the account. Fees are negotiable at the firm's discretion based on criteria such as account size, asset types, and relationship history.
Fee Estimator
Location
Naples, FL
Get directionsHistory
Regulatory History (1)
Criminal
September 1985Other Business Activities
Jeffery is a limited partner, principal, and founding member of VestGen Wealth Partners Holdings, LLC, a financial services holding company. He also dedicates full-time hours to VestGen Advisors, LLC, a Registered Investment Advisor (RIA).
Employment History
Current Registrations
Vestgen Advisors, LLC
Private Client Services, LLCBroker
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations14 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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