Jeffrey Kerstine is a CFA-designated registered investment advisor at Fifth Third Wealth Advisors LLC, based in Plano, TX, with 17 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,333 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 $5.0M | 1.00% |
| $5M+ | 0.60% |
Fee reductions based on breakpoints apply only to the portion of assets exceeding the relevant fee tier. FTWA may, at its discretion, aggregate assets across a Client household’s eligible accounts to qualify for breakpoint discounts. FTWA, at its sole discretion, may negotiate fees based upon certain criteria.
Fee Estimator
Location
Plano, TX
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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
Jeffrey is the chair of the JFS Foundation, supporting the Jewish Family Service Agency. He dedicates minimal time to overseeing the board, discussing budgets, and managing the investment portfolio.
Employment History
Current Registrations
Fifth Third Wealth Advisors LLC
Previous Registrations
Truist Advisory Services, INC.
Greystone Investment Management, LLC
State Registrations1 state
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