Matthew Juffer is a CFP-designated registered investment advisor at Andersen, based in Des Moines, IA, with 21 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 583 clients with $6.1B 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 $10.0M | 1.00% |
| $10.0M - $20.0M | 0.75% |
| $20.0M - $35.0M | 0.50% |
| $35.0M - $50.0M | 0.35% |
| $50M+ | 0.35% |
Fees negotiable for amounts over $50 million.
Fee Estimator
Location
666 Grand Ave, Suite 2400, Des Moines, IA, 50309
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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 →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
Previous Registrations
Hjn Advisors, LLP
First Allied Securities, INC.
Kpmg Investment Advisors
State Registrations1 state
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