Jeffrey Myers is a CFP-designated registered investment advisor at Long Island Wealth Management, INC., based in Raleigh, NC, with 4 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 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
Long Island Wealth Management charges a percentage of your portfolio's value each year, paid quarterly. The exact rate is negotiable and depends on the complexity and time required to manage your account.
- Under $1 Million: 0.65% to 1.00% per year
- $1 Million and Above: 0.25% to 0.75% per year
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.
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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 Registrations3 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.