Jeffrey Guy
Jeffrey Guy is a CFP-designated registered investment advisor at Verdura Wealth Management, LLC, based in Novi, MI, 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 Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 32 clients with $10M 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 | 1.00% |
Fee is negotiable. When Advisor participates in Altruist LLC’s Model Marketplace, Altruist charges an additional platform fee. Accounts held at American Funds Service Company (AFS) also have a 1% annual fee.
Fee Estimator
Location
28175 Haggerty Rd., Novi, MI, 48377
Get directionsHistory
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 ActivitiesSells Insurance
Jeffrey is the president of Veritas Capital Partners, LLC, where he sells life, disability, long-term care, and health insurance, dedicating minimal time to this activity. He also works as a sole proprietor and insurance agent, focusing on fixed insurance sales, which takes about a quarter of his time.
Employment History
Current Registrations
Verdura Wealth Management, LLC
Previous Registrations
Kovack Advisors, INC.
Kovack Securities INC.Broker
Signator Investors, INC.Broker
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.