Jeffrey Scheider
Jeffrey Scheider is a CFP, ChFC-designated registered investment advisor at Vestgen Advisors, LLC, based in South Barrington, IL, with 28 years of industry experience. Jeffrey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 22,790 clients with $6.7B 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 | 2.50% |
The annual fee ranges up to a maximum of 2.5% of assets held in the account. Fees are negotiable at the firm's discretion based on criteria such as account size, asset types, and relationship history.
Fee Estimator
Location
1 Executive Court, Suite #5, South Barrington, IL, 60010
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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 sells non-variable annuities and insurance products, dedicating a few hours per week to this activity. He also works as an Investment Strategist for VestGen Advisors, LLC, spending nearly full-time hours on this role.
Employment History
Current Registrations
Vestgen Advisors, LLC
Private Client Services, LLCBroker
Previous Registrations
Osaic Wealth, INC.Broker
Osaic Advisory Services, LLC
Triad Advisors LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
Associated Planners Investment Advisory INC
Associated Securities CORP.Broker
Signator Investors, INC.Broker
John Hancock Distributors, INC.Broker
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.
Exams
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