Jeff Poole
Jeff Poole is a registered investment advisor at Wealth Analytics Partners, LLC, based in San Clemente, CA, with 28 years of industry experience. Jeff 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 184 clients with $320M 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 | 1.25% |
Fees generally range from 0.45% to 1.25% per year based on assets managed and services provided. Fees are negotiable.
Fee Estimator
Location
San Clemente, CA
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2015Customer Dispute
March 2009Other Business Activities
Jeff is a book author since 2011, writing and selling books that are non-financial in nature. This activity requires minimal time.
Employment History
Current Registrations
Wealth Analytics Partners, LLC
Previous Registrations
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch Pierce Fenner & Smith INC.
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.
Exams
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