MJ
CFP
MJ
CFP

Matthew Allan Juffer

21 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
22 advisors
Number of Clients
583 clients
Average Client Portfolio
$10.4M average
Assets Under Management
$6.1B

Fee Structure

Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $10.0M1.00%
$10.0M - $20.0M0.75%
$20.0M - $35.0M0.50%
$35.0M - $50.0M0.35%
$50M+0.35%

Fees negotiable for amounts over $50 million.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

666 Grand Ave, Suite 2400, Des Moines, IA, 50309

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Matthew is a partner and IAR of RIA with HJN Advisors LLP, spending minimal time winding down the business and transitioning clients. He also serves as a trustee for the Juffer Family Trust and the Pauline Juffer Trust.

Employment History
Current Registrations
Andersen
October 2023 - Present · 2 yrs 4 mos
Previous Registrations
Hjn Advisors, LLP
December 2010 - September 2024 · 13 yrs 9 mos
First Allied Securities, INC.
April 2009 - January 2011 · 1 yr 9 mos
Kpmg Investment Advisors
February 2001 - November 2005 · 4 yrs 9 mos
State Registrations1 state
IA
Advisor
Exams
No exam information available for this advisor.