Jeffrey Widdup is a registered investment advisor at Milinovich & CO., INC, based in Waynesburg, PA, with 23 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning, Tax Planning. Their firm serves 301 clients with $110M 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 $100K | 1.00% |
| $100K - $500K | 1.00% |
| $500K - $1000K | 0.75% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
For clients who hold fixed assets in excess of 33% of the value of any account, a lesser annual fee of 0.50% will be charged on these fixed assets. The above fee rates may be negotiated in some circumstances based upon the cumulative asset value in multiple accounts of the same immediate family. The minimum advisory fee is $150 per quarter; therefore, portfolios with less than approximately $60,000 will incur a fee that is greater than 1.00% on an annualized basis. This fee is negotiable if it appears the amount of assets under management will increase in the future to more than the minimum quarterly fee.
Fee Estimator
Location
25 E High Street, Waynesburg, PA, 15370
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeffrey is the Assistant Treasurer/Loan Officer and Vice-President at First Federal Savings & Loan of Greene County since 2010 and 2017, respectively. He is also an adjunct faculty member at Waynesburg University since 2015.
Employment History
Current Registrations
Milinovich & CO., INC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
State Registrations1 state
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