Jeffrey Sloan
Jeffrey Sloan is a CFP, ChFC-designated registered investment advisor at Witnauer Sloan & Associates LLC, based in Scottsdale, AZ, with 17 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 102 clients with $57M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.00% |
| $100K - $1.0M | 1.00% |
| $1M+ | 0.80% |
Fees are negotiable based on the investment adviser representative providing the services, the type of client, the complexity of the client's situation, the composition of the client's account (i.e., equities versus mutual funds), the potential for additional account deposits, the relationship of the client with the investment adviser representative, and the total amount of assets under management for the client.
Fee Estimator
Location
8777 E Via De Ventura, Suite 375, Scottsdale, AZ, 85258
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeffrey is a manager and member of Witnauer, Sloan and Assoc, LLC, an Arizona licensed investment advisory firm. He is also a manager and member of Wealth Strategies, LLC, an Arizona licensed insurance agent, dedicating a few hours per week.
Employment History
Current Registrations
Witnauer Sloan & Associates LLC
State Registrations1 state
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