Jeffrey Biernat
Jeffrey Biernat is a CFP-designated registered investment advisor at Strategic Advisers LLC, based in Oakland Township, MI, with 27 years of industry experience. Jeffrey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 2,401,763 clients with $1400B 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 | 0.85% |
| $100K - $250K | 0.80% |
| $250K+ | 0.70% |
Rates shown are the standard maximum gross advisory fees for plans with less than 20% employee enrollment. For plans with greater than 20% enrollment, the tiers are 0.80% for the first $100K, 0.70% for $100K-$250K, and 0.60% for assets over $250K. Fees are subject to a plan credit amount that reduces the gross fee.
Fee Estimator
Location
Oakland Township, MI
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2018Customer Dispute
October 2014Other Business Activities
Jeffrey is a sole proprietor of JTI Properties, LLC, managing rental property, and assists with real estate sales for Tanya Biernat - Biernat Realty Group a few hours per week. These activities are investment-related.
Employment History
Current Registrations
Strategic Advisers LLC
Fidelity Brokerage Services LLC
Fidelity Brokerage Services LLCBroker
Previous Registrations
Fidelity Personal and Workplace Advisors
Allstate Financial Advisors, LLC
Allstate Financial Services, LLCBroker
The Huntington Investment CompanyBroker
Dean Witter Reynolds INC.Broker
State Registrations52 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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