Jeffrey Eshleman is a registered investment advisor at Charles Schwab & CO., INC., based in Miami, FL, with 15 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fee schedule effective October 1, 2024. Clients enrolled prior to this date may have grandfathered fee schedules. Fees may be negotiable for assets over $25 million.
Fee Estimator
Location
801 Brickell Ave, Suite 640, Miami, FL, 33131
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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
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Previous Registrations
Great Point Capital LLCBroker
Fidelity Brokerage Services LLCBroker
Great Point Capital LLCBroker
Advisory Group Equity Services LTD.Broker
T3 Trading Group, LLCBroker
Great Point Capital LLCBroker
Great Point Capital LLCBroker
T3 Trading Group, LLCBroker
Wts Proprietary Trading Group LLCBroker
Genesis Securities, LLCBroker
Assent LLCBroker
Kershner Trading Group, LLCBroker
State Registrations6 states
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