Jeffrey Mauritzen
Jeffrey Mauritzen is a CFP-designated registered investment advisor at Farmers Asset Management, LLC, based in Arlington Heights, IL, with 25 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Farmers Asset Management (FAM) uses third-party managers like Orion Portfolio Solutions (OPS) and Brinker Capital Investments (BCI) to manage investments. FAM charges up to 1.00% of your portfolio, in addition to fees charged by OPS/BCI and any administrative/technology fees. The total investment management service fee will not exceed 2.25%. FAM does not have a minimum annual fee for investment management services.
Location
215 N Arlington Heights Rd, Suite 100, Arlington Heights, IL, 60004
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 →Employment History
Current Registrations
Farmers Asset Management, LLC
Farmers Financial Solutions, LLCBroker
Previous Registrations
Farmers Financial Solutions, LLCBroker
State Registrations14 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.