Jeffrey Mcdermott
Jeffrey Mcdermott is a CFP-designated registered investment advisor at Create Wealth Financial Planning LLC, based in Saint Johns, FL, with 20 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, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 43 clients with $20M 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 $250K | 1.25% |
| $250K - $500K | 1.00% |
| $500K - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.70% |
Fees are negotiable for accounts over $5,000,001. Some client agreements may follow a legacy fee schedule.
Fee Estimator
Contact
Jeffrey Mcdermott
Location
Saint Johns, 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 →Employment History
Current Registrations
Create Wealth Financial Planning LLC
Previous Registrations
Wealth Mode
Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
Scottrade, INC.Broker
State Registrations2 states
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