Jeffrey Freiser is a registered investment advisor at Captrust, based in Tampa, FL, with 25 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 36,839 clients with $1100B 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 $500K | 2.25% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Advisory fees are subject to negotiation based on multiple factors including clients with multiple accounts, size of the account, a prior or existing relationship, and a client’s particular needs or financial characteristics.
Fee Estimator
Location
400 N Tampa St, Suite 1800, Tampa, FL, 33602
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2007Employment History
Current Registrations
Captrust
Capfinancial Securities, LLC.Broker
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
M Holdings Securities, INC.
M Holdings Securities, INC.Broker
MML Investors Services, LLC
MML Investors Services, LLCBroker
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
American Express Financial Advisors, INC.
Morgan Stanley Dw INC.Broker
T. Rowe Price Investment 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.