Jerome Liebstein
Jerome Liebstein is a CFP, ChFC-designated registered investment advisor at Edelman Financial Engines, based in Boca Raton, FL, with 29 years of industry experience. Jerome operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,281,720 clients with $290B 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 $400K | 1.75% |
| $400K - $750K | 1.25% |
| $750K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | Included |
Fees are negotiable for accounts over $25,000,000. Clients referred by the Engagement Center may receive a discount. Edelman Financial Engines employees and their spouses/households are also eligible for a discounted fee.
Fee Estimator
Location
7900 Glades Rd, Suite 310, Boca Raton, FL, 33434
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
October 2001Other Business Activities
Jerome owns multiple rental properties in Maryland, acting as a landlord. He spends minimal time on these activities each month.
Employment History
Current Registrations
Edelman Financial Engines
Previous Registrations
Ef Legacy Securities, LLCBroker
Edelman Financial Services, LLC
Sanders Morris Harris LLCBroker
Next Financial Group, INC.
Next Financial Group, INC.Broker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Cigna Financial Advisors,inc.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.