Jeffrey Mueller is a PFS-designated registered investment advisor at Waverly Advisors, LLC, based in Canon City, CO, with 27 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, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 12,463 clients with $28B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Waverly Advisors charges an advisory fee for managing your investments, calculated as a percentage of the total value of your portfolio. The specific percentage ranges from 0.25% to 1.5% per year, depending on the amount you invest. Some clients pay a flat percentage, while others pay a declining percentage as the portfolio size increases. There may be a minimum annual fee. Some investment strategies, like individual stock strategies, may have an additional 0.25% annual fee.
Location
303 N 7th Street, Canon City, CO, 81212
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeffrey is a shareholder and treasurer of Siloam Stone, Inc., a family stone company, and a managing member of Plaza Investment Co., LLC, a commercial rental building. He also manages commercial rental property for Canon Medical Center, LLC and is a trustee of the Estate of Richard Graves Trust, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Waverly Advisors, LLC
Previous Registrations
Mueller Financial Solutions CO.
State Registrations2 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.