JE
JE

Jeffrey Easterday

10 Years of Experience
Overland Park, KS

Jeffrey Easterday is a registered investment advisor at Family Legacy Advisors, LLC, based in Overland Park, KS, with 10 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. Their firm serves 89 clients with $32M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
4 advisors
Number of Clients
89 clients
Average Client Portfolio
$355K average
Assets Under Management
$31.6M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.40%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

10740 Nall Ave, Suite 158, Overland Park, KS, 66211

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Jeffrey is a partner at the law firm of Parman & Easterday.

Employment History
Current Registrations
Family Legacy Advisors, LLC
June 2022 - Present · 3 yrs 11 mos
Previous Registrations
Epiphany Financial Coaching
June 2021 - May 2022 · 11 mos
1st Global Advisors INC
February 2006 - December 2011 · 5 yrs 10 mos
State Registrations1 state
KS
Advisor

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
No exam information available for this advisor.
Jeffrey Easterday - Financial Advisor | TrueAdvisor