Jeffrey Factor is a registered investment advisor at Clearview Financial Partners, based in Radnor, PA, with 26 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 669 clients with $1.1B 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 | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $4.0M | 0.90% |
| $4.0M - $5.0M | 0.80% |
| $5M+ | 0.80% |
Fees negotiable for accounts over $5,000,000. There is generally an additional 0.10% fee for a wrap fee account.
Fee Estimator
Location
100 Matsonford Road, Building #5, Suite 110, Radnor, PA, 19087
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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 involved in several business activities, including commercial real estate rental since 2010 and providing investment advisory services through Clearview Financial Partners, LLC, taking about half of his time. He also works as a CPA for McCarthy and Co, dedicating about a quarter of his time.
Employment History
Current Registrations
Clearview Financial Partners
Previous Registrations
LPL Financial LLCBroker
Fsc Securities Corporation
The Wharton Advisory Group, LLC
Bfc Financial Services, LLC
Fsc Securities CorporationBroker
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
New England SecuritiesBroker
State Registrations1 state
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.