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JS
CFP · ChFC
JS
CFP · ChFC

Jeffrey Sievers

Unique Wealth, LLC
26 Years of Experience
Clearwater, FL
View SEC Summary
View SEC Summary

Jeffrey Sievers is a CFP, ChFC-designated registered investment advisor at Unique Wealth, LLC, based in Clearwater, FL, with 26 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, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 846 clients with $970M in assets under management.

Unique Wealth, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14 advisors
Number of Clients
846 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$965.6M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K1.65%
$100K - $500K1.25%
$500K - $800K1.00%
$800K - $1.0M0.85%
$1.0M - $3.5M0.75%
$3.5M - $5.0M0.72%
$5.0M - $10.0M0.60%
$10M+0.45%

Fees are negotiable. Certain assets are billed at separate flat rates: digital assets at 0.90%, fee-based annuities at 1.00%, structured notes/treasuries/cash/CDs at 0.60%, and custom bond portfolios at 0.75%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

311 Park Place Blvd N,, Suite 230, Clearwater, FL, 33759

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Unique Wealth, LLC
March 2021 - Present · 5 yrs 7 mos
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
February 2009 - March 2021 · 12 yrs 1 mo
Cambridge Investment Research, INC.Broker
October 2006 - December 2008 · 2 yrs 2 mos
Northwestern Mutual Investment Services, LLCBroker
November 2004 - October 2006 · 1 yr 11 mos
Robert W. Baird & CO. IncorporatedBroker
July 2000 - January 2002 · 1 yr 6 mos
Northwestern Mutual Investment Services, LLCBroker
March 1999 - March 2004 · 5 yrs
State Registrations2 states
FLTX
Advisor

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
No exam information available for this advisor.
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