Jeffrey Kauffman
Jeffrey Kauffman is a registered investment advisor at Summit Family Office Services, LLC, based in Woodinville, WA, with 25 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 15 clients with $6.5M 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 $500K | 1.50% |
| $500K - $1.0M | 1.30% |
| $1.0M - $2.5M | 1.10% |
| $2.5M - $5.0M | 1.00% |
| $5.0M - $20.0M | 0.80% |
| $20M+ | 0.80% |
Fees are generally negotiable. Qualified clients may pay 2% of assets under management along with a 20% performance fee based on capital appreciation.
Fee Estimator
Location
Woodinville, WA
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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 →Employment History
Current Registrations
Summit Family Office Services, LLC
Previous Registrations
Snider Financial Group
Summit Family Office Services, LLC
Crescita Capital LLC
Conover Capital Management
Conover Securities Corporation
Rigel Capital LLC
Rigel Capital Management INC
State Registrations1 state
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.