Jeffrey Petrone
Jeffrey Petrone is a registered investment advisor at Creative Planning Institutional Advisors, LLC, based in West Palm Beach, FL, with 23 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 915 clients with $38B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual asset-based fees range from 0.55% to 1.50% based on account size, complexity, and services, and will not exceed 2.00%. Fees are negotiable.
Fee Estimator
Location
1645 Palm Beach Lakes Blvd, #1200, West Palm Beach, FL, 33401
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
June 2007Other Business ActivitiesSells Insurance
Jeffrey is employed with Sageview Advisory Group and sells life insurance. He also serves on the board of directors for the Center for Child Counseling, is a member of the Retirement Advisor Council, owns rental properties, is a financial professional for Sage IRA, and is the Endowment Committee Chair for the First United Methodist Church of Jupiter.
Employment History
Current Registrations
Creative Planning Institutional Advisors, LLC
Previous Registrations
Cetera Wealth Services, LLCBroker
Mmc Securities CORP.
Mmc Securities CORP.Broker
State Registrations1 state
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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