Jeff Rovnak is a CFP-designated registered investment advisor at Signal Tree Financial Partners LLC, based in Copley, OH, with 23 years of industry experience. Jeff operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 123 clients with $210M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees may be negotiable. Certain Clients may be offered a fixed fee which includes both investment management and financial planning services. The fixed fee ranges up to $100,000 per year based on the complexity of the services to be provided.
Fee Estimator
Location
840 Rothrock Road, Suite 201, Copley, OH, 44321
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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 →Employment History
Current Registrations
Signal Tree Financial Partners LLC
Previous Registrations
Sequoia Financial Group, L.L.C.
Wells Fargo Advisors, LLC
Morgan Stanley & CO. Incorporated
Morgan Stanley
State Registrations1 state
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