Jeffrey Yeakle is a CFP, ChFC-designated registered investment advisor at My Wealth Management, INC, based in Germantown, MD, with 27 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 115 clients with $160M 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 $1.5M | 0.89% |
| $1.5M+ | 0.40% |
Annuities are not included in calculations of assets under management when determining breakpoint. Fees are negotiable and the firm has the right to waive the minimum annual fee.
Fee Estimator
Location
12410 Milestone Center Drive, Suite 175, Germantown, MD, 20876
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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 Activities
Jeffrey is the president of My Wealth Management, a fee-based RIA providing investments and financial planning services, since 2013. This activity takes nearly full-time.
Employment History
Current Registrations
My Wealth Management, INC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Mcglaughlin Yeakle, INC.
LPL Financial LLC
LPL Financial LLCBroker
Uvest Investment ServicesBroker
Prudential Securities IncorporatedBroker
State Registrations2 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.