Jeff Fisher
Jeff Fisher is a registered investment advisor at Capital Financial Consultants Group, INC., based in San Juan Capistrano, CA, with 20 years of industry experience. Jeff operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 107 clients with $42M 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 $100K | 1.25% |
| $100K - $250K | 0.85% |
| $250K - $500K | 0.80% |
| $500K - $1000K | 0.75% |
| $1.0M - $2.0M | 0.45% |
| $2.0M - $5.0M | 0.25% |
| $5.0M - $10.0M | 0.20% |
| $10M+ | 0.15% |
Fees may be negotiable.
Fee Estimator
Location
31461 Rancho Viejo Road #104A, San Juan Capistrano, CA, 92675
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2021Other Business Activities
Jeff is the 100% owner of JTJLIF, Inc, a holding company for Capital Financial Consulting Group, Inc. He is also a 64% owner and officer/director of Capital Financial Consultants Group, a registered investment advisor, dedicating about half of his time to this activity.
Employment History
Current Registrations
Capital Financial Consultants Group, INC.
Independent Financial Group, LLCBroker
Independent Financial Group, LLC
Previous Registrations
Mcl Financial Group, INC.Broker
State Registrations19 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.