Jeffrey Tilson is a registered investment advisor at Jst Investment Consulting, based in Seal Beach, CA, with 22 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 54 clients with $27M 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 $300K | 2.00% |
| $300K - $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $4.0M | 0.70% |
| $4.0M - $6.0M | 0.60% |
| $6M+ | 0.50% |
Fees are negotiable. JST may direct clients to Betterment, where JST's fee is 0.75% and Betterment's fee is 0.25% for total assets between $1 and $500,000.
Fee Estimator
Location
3020 Old Ranch Parkway, Suite 300, Seal Beach, CA, 90740
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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 an investment adviser representative with JST Investment Consulting. He may offer clients advice or products from those activities, which may involve a conflict of interest.
Employment History
Current Registrations
Jst Investment Consulting
Previous Registrations
Procore Advisors, LLC
Ameriprise Financial Services, INC.
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.