Jeffrey Mchale
Jeffrey Mchale is a registered investment advisor at Wealth Effects, based in Pembroke, MA, with 25 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 602 clients with $470M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wealth Effects charges a fee based on the value of your portfolio, up to 1.50% annually. The exact fee depends on the complexity of your situation, the amount you invest, and your overall relationship with Wealth Effects. Fees are paid monthly, in advance. The firm may also recommend insurance products, from which they earn commissions.
Location
Pembroke, MA
Get directionsHistory
Regulatory History (6)
Regulatory
June 2024Financial
December 2023Employment Separation After Allegations
September 2021Customer Dispute
December 2019Customer Dispute
December 2018Customer Dispute
June 2001Other Business ActivitiesSells Insurance
Jeffrey is an investor in REVD Inc since 2015, dedicating minimal time. He is also an insurance agent since 1998, selling fixed index annuities and term insurance, dedicating minimal time.
Employment History
Current Registrations
Wealth Effects
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Coburn & Meredith, INC.
Coburn & Meredith, INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.