Jeffrey Brandeen
Jeffrey Brandeen is a registered investment advisor at Fiduciary Architects LLC, based in Gold Canyon, AZ, 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 Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 7 clients with $1.9M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fiduciary Architects charges a percentage of the value of your portfolio, ranging from 1% to 2% per year. The exact fee is specified in your agreement. A minimum asset level of $250,000 is typically required, but this may be waived at the firm's discretion. If a sub-advisor is used, their fees will be charged directly to you, ranging from 0.05% to 1.50%, but the combined fees will not exceed 2%.
Location
9564 E. Hansen Way, Gold Canyon, AZ, 85118
Get directionsHistory
Regulatory History (6)
Financial
April 2025Customer Dispute
December 2022Customer Dispute
November 2017Customer Dispute
December 2016Customer Dispute
October 2016Employment Separation After Allegations
March 2006Other Business Activities
Jeffrey is involved with Brandeen Global Advisory Group, providing investment management and financial planning services. He also works as an online instructor teaching international business at the University of Phoenix, and serves as a regional director for the Y Service Club of Pasadena.
Employment History
Current Registrations
Fiduciary Architects LLC
Previous Registrations
Western International Securities
Western International Securities, INC.Broker
Western International Securities
Fahnestock Asset Management
Oppenheimer & CO. INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Salomon Smith Barney INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
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.