Jeffrey Biernat
Jeffrey Biernat is a registered investment advisor at Strategic Advisers LLC, based in Troy, MI, with 27 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 2,031,770 clients with $1100B 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 $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fidelity Advisory Services: 1.10% on all assets. Wealth Management and Private Wealth Management: tiered fees as described above. Fees are subject to change and can be negotiated for certain accounts. Additional fees of up to 0.40% may apply for SMA Sleeves where advisory services are not provided solely by a Strategic Advisers affiliate.
Fee Estimator
Location
Troy, 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.