Jeffrey Weber
Jeffrey Weber is a ChFC-designated registered investment advisor at Midwestern Securities Trading Co.,llc, based in East Peoria, IL, with 29 years of industry experience. Their practice areas include Charitable Giving, Estate Planning, Insurance Planning, Investment Management, and 1 more. Their firm serves 10,329 clients with $1.6B 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 $1000K | 1.30% |
| $1.0M - $5.0M | 1.05% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.55% |
Advisory fees are negotiable and may be higher or lower than the standard advisory fee but such advisory fees may not exceed 2% annually.
Fee Estimator
Location
235 Everett St, East Peoria, IL, 61611
Get directionsHistory
Regulatory History (2)
Financial
January 2021Regulatory
December 2003Other Business Activities
Jeffrey works as an independent contractor providing cleaning services for Michael Graham Properties since 2022. This non-investment related activity takes about a quarter of his time.
Employment History
Current Registrations
Midwestern Securities Trading Co.,llc
Midwestern Securities Trading Company, LLCBroker
Previous Registrations
Questar Asset Management, INC.
Questar Capital CorporationBroker
Capital Advisors, INC.
Capital Select Investments CORP.Broker
State Registrations3 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.