Jeffrey Feldman is a CFP-designated registered investment advisor at Rochester Financial Services, based in Pittsford, NY, with 4 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 320 clients with $340M 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 $250K | 0.80% |
| $250K - $1.0M | 0.60% |
| $1.0M - $3.0M | 0.40% |
| $3M+ | 0.20% |
For fixed income accounts, the fees are one half the above amounts. All fees are subject to a minimum of $500 per year. The above fee schedule is subject to negotiation based on the specific circumstances of each client.
Fee Estimator
Contact
Jeffrey Feldman
Location
Pittsford, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Rochester Financial Services
State Registrations1 state
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