Jeffrey Wherry
Jeffrey Wherry is a CFP, ChFC-designated registered investment advisor at Mai Capital Management, LLC, based in New Castle, PA, with 28 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 12,787 clients with $30B 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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10M+ | 0.80% |
MAI negotiates fees at its discretion, resulting in clients under different fee schedules.
Fee Estimator
Location
134 East Washington Street, New Castle, PA, 16101
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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 Mass Mutual Career Agent Emeritus, selling fixed and accident/health insurance for various carriers, but with no new production. Renewal commissions are assigned to Epic Insurance & Brokers.
Employment History
Current Registrations
Mai Capital Management, LLC
Previous Registrations
The Wealth Consulting Group
MML Investors Services, LLC
MML Investors Services, LLCBroker
Mony Securities 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.