Jeffrey Oliverio
Jeffrey Oliverio is a CFP-designated registered investment advisor at Truist Advisory Services, INC., based in Fort Lauderdale, FL, with 26 years of industry experience. Jeffrey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 129,307 clients with $77B 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 $100K | 2.25% |
| $100K - $250K | 2.20% |
| $250K - $500K | 2.15% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.85% |
| $2.0M - $5.0M | 1.75% |
| $5.0M - $10.0M | 1.65% |
| $10.0M - $25.0M | 1.50% |
| $25M+ | 1.45% |
Fees are negotiable and billed quarterly in arrears. AMC Advantage Program charges a separate program fee up to 2.25% plus third-party manager fees.
Fee Estimator
Location
515 E Las Olas Blvd, Fl 7, Fort Lauderdale, FL, 33301
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2020Other Business Activities
Jeffrey is the Finance Director and on the Executive Board for My Hollywood Pride, a one-day Pride festival. He spends a few hours per week managing expenses, budgeting, fundraising, and sponsorships for the event.
Employment History
Current Registrations
Truist Advisory Services, INC.
Truist Investment Services, INC.
Truist Investment Services, INC.Broker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Wm Financial Services, INC.Broker
State Registrations33 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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