Jeffrey Bratz is a CFP-designated registered investment advisor at Andersen, based in Des Moines, IA, 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 Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 583 clients with $6.1B 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 $10.0M | 1.00% |
| $10.0M - $20.0M | 0.75% |
| $20.0M - $35.0M | 0.50% |
| $35.0M - $50.0M | 0.35% |
| $50M+ | 0.35% |
Fees negotiable for amounts over $50 million.
Fee Estimator
Location
666 Grand Avenue, Suite 2400, Des Moines, IA, 50309
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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 winding down HJN Advisors LLP and transitioning clients to Andersen Tax, spending a few hours per week on this activity. He has been an IAR of the investment advisor since 2010.
Employment History
Current Registrations
Andersen
Previous Registrations
Ausdal Financial Partners, INC.Broker
Hjn Advisors, LLP
First Allied Securities, INC.Broker
First Allied Securities, INC.
LPL Financial Corporation
LPL Financial CorporationBroker
State Registrations1 state
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