Theodore Rhinehart is a registered investment advisor at Jfs Wealth Advisors, LLC, based in Doylestown, PA, with 20 years of industry experience. Theodore operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 2,219 clients with $4B 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4M+ | 0.60% |
This is the fee schedule for Wealth Management (WM) Services. The annual fee for Family Wealth Services (FWS) will be charged as a percentage of assets under management. The most typical fee is the following CUMULATIVE schedule: 0.80% of first $5,000,000 of assets, plus 0.50% of next $5,000,000 of assets, plus 0.45% of next $10,000,000 of assets, plus 0.40% of assets greater than $20,000,000 Minimum $8,500 per quarter
Fee Estimator
Location
259 Veterans Lane, Suite 302, Doylestown, PA, 18901
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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 →Employment History
Current Registrations
Jfs Wealth Advisors, LLC
Previous Registrations
Stancorp Investment Advisers, INC.
Stancorp Equities, INC.Broker
Valley Forge Asset Management CORP.
Valley Forge Asset Management CORP.Broker
State Registrations2 states
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