Jeffrey Perry
Jeffrey Perry is a registered investment advisor at Pfg Private Wealth Management, LLC, based in Lutz, FL, 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 Education Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 439 clients with $240M 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 $250K | 1.45% |
| $250K - $500K | 1.00% |
| $500K - $750K | 0.90% |
| $750K - $1.0M | 0.55% |
| $1M+ | 0.50% |
Fees are negotiable. Accounts with a balance below $50,000 are generally subject to a $10 quarterly fee (totaling $40 annually), deducted in advance each quarter. This fee is charged at the discretion of the Firm.
Fee Estimator
Location
18572 N. Dale Mabry Hwy, Lutz, FL, 33548
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeffrey is an independent insurance agent and sole proprietor since 1999. He dedicates about a quarter of his time to this activity, including 2 hours per day during trading hours.
Employment History
Current Registrations
Pfg Private Wealth Management, LLC
Previous Registrations
Mutual Securities, INC.Broker
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
MML Investors Services, INC.
MML Investors Services, INC.Broker
State Registrations2 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.