Jeffrey Mastronardo is a CFP-designated registered investment advisor at Financial Coach, based in West Chester, 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, Corporate Executives, Education Planning, Estate Planning, and 9 more. Their firm serves 253 clients with $400M 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 | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.10% |
Rates shown reflect the Financial Coach division schedule. The New Wealth Project division offers a separate tiered schedule starting at 0.75% for the first $1 million with a $2,500 minimum annual advisory fee.
Fee Estimator
Contact
Jeffrey Mastronardo
Location
940 E. Boot Rd., Suite 101, West Chester, PA, 19380
Get directionsHistory
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 a licensed notary in Pennsylvania, providing this service to clients without charge. This activity takes minimal time.
Employment History
Current Registrations
Financial Coach
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Esi Financial Advisors
Equity 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.
Exams
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