Jeffrey Tudas
Jeffrey Tudas is a CFP-designated registered investment advisor at Normandy Investment Advisors, based in Leawood, KS, 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 Education Planning, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 300 clients with $270M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.65% |
| $25.0M - $50.0M | 0.40% |
| $50.0M - $100.0M | 0.30% |
| $100M+ | 0.25% |
Fees are negotiable based on client circumstances, account size, and services provided. Services are also offered on an annual flat fee basis.
Fee Estimator
Location
Leawood, KS
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 ActivitiesSells Insurance
Jeffrey sells fixed insurance as an insurance agent at a branch location, which is investment-related.
Employment History
Current Registrations
Normandy Investment Advisors
Previous Registrations
Summit Wealth Advisors, LLC
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Legacy Financial Group, INC.
Wurzer and Associates, INC.
MML Investors Services, INC.
MML Investors Services, INC.Broker
State Registrations3 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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