Jeffery Wimer
Jeffery Wimer is a registered investment advisor at Wimer Investment Management, based in Scotch Plains, NJ, with 27 years of industry experience. Jeffery operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 15 clients with $86M 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 | 1.00% |
For clients with less active accounts and a lower account balance, a fixed fee of $1,000 may be charged annually for managing client assets. This fixed fee will not exceed 2% of assets under management. This fee is negotiable. Similar services may be available for lower fees from other investment advisers.
Fee Estimator
Location
Scotch Plains, NJ
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2024Customer Dispute
October 2008Employment History
Current Registrations
Wimer Investment Management
Previous Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
E*trade Securities LLCBroker
TD Ameritrade, INC.Broker
Sharpe Capital, INC.Broker
Cantone Research INC.Broker
State Registrations3 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.