Jeffrey Myers is a CFP-designated registered investment advisor at Long Island Wealth Management, INC., based in Raleigh, NC, with 5 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, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 125 clients with $290M 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 $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees range from 0.65% to 1.00% for assets under $1 million and 0.25% to 0.75% for $1 million and above. Fees are negotiable at the advisor's discretion.
Fee Estimator
Location
Raleigh, NC
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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 Activities
Jeffrey is dually-registered with Long Island Wealth Management and Compass Advisors as an investment advisor representative since 2018. Business is conducted from Melville, NY.
Employment History
Current Registrations
Long Island Wealth Management, INC.
Compass Advisors
State Registrations4 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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