Jeffrey Schlotterbeck
Jeffrey Schlotterbeck is a CFP-designated registered investment advisor at Water Street Wealth Management, LLC, based in Tampa, FL, 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, Corporate Executives, Divorce Planning, Education Planning, and 7 more. Their firm serves 96 clients with $45M 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 $500K | 1.20% |
| $500K - $1.5M | 1.00% |
| $1.5M - $3.0M | 0.75% |
| $3M+ | 0.75% |
Fees above $3,000,000 are negotiable. The fee schedule reflects a “cliff” fee schedule, such that all client assets under Water Street’s management are billed pursuant to the corresponding fee once a particular breakpoint is reached.
Fee Estimator
Contact
Jeffrey Schlotterbeck
Location
Tampa, FL
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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 manages a single rental property through Beck Investments LLC since 2016. He dedicates minimal time to basic oversight of tenants and rental items.
Employment History
Current Registrations
Water Street Wealth Management, LLC
Previous Registrations
TD Ameritrade Investment Management, LLC
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
Amsouth Investment Services, INC.Broker
American Express Financial Advisors, INC.
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
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.
Exams
Additional Information
I am a fee-only advisor, which means I don't sell financial products. I'm not in this business for commission. Rather my fiduciary duty is to help you find the most suitable solutions for your unique financial plan. As the Founder and Senior Wealth Advisor for Water Street. I work directly with individuals, families, and businesses to address all aspects of their financial landscape.