Jeffrey Daut
Jeffrey Daut is a registered investment advisor at Nfsg Corporation, based in Boca Raton, FL, 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 Financial Planning & Coaching, Investment Management. Their firm serves 3,096 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fee is up to 2%.
Fee Estimator
Location
1200 North Federal Highway, Ste 400, Boca Raton, FL, 33432
Get directionsHistory
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 works as an insurance agent, providing accident and health or sickness, life, variable life, and variable annuity insurance products. This activity is investment-related and takes about 10% of Jeffrey's time during regular business hours.
Employment History
Current Registrations
Nfsg Corporation
Newbridge Securities CorporationBroker
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
The Kirchhoff Organization, LTD.Broker
Dimedio Kirchhoff & CO., INC.Broker
State Registrations5 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.