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Jeffrey Styer
20 Years of Experience
Coral Gables, FL
1 DisclosureBroker
Jeffrey Styer is a registered investment advisor at Charles Schwab & CO., INC., based in Coral Gables, 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 Estate Planning, Investment Management, Retirement Planning.
Compensation
Fixed/Hourly
Firm Size
8109 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$1,000
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
110 Merrick Way, Suite 1, Coral Gables, FL, 33134-5236
Get directionsHistory
Regulatory History (1)
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Financial
June 2016Final
Employment History
Current Registrations
Charles Schwab & CO., INC.
March 2022 - Present · 4 yrs 2 mos
Charles Schwab & CO., INC.Broker
January 2022 - Present · 4 yrs 4 mos
Previous Registrations
TD Ameritrade Investment Management, LLC
May 2008 - September 2023 · 15 yrs 4 mos
TD Ameritrade, INC.
May 2008 - October 2022 · 14 yrs 5 mos
TD Ameritrade, INC.Broker
May 2008 - May 2024 · 16 yrs
Strategic Advisers, INC.
April 2007 - May 2008 · 1 yr 1 mo
Fidelity Brokerage Services LLCBroker
May 2006 - May 2008 · 2 yrs
Morgan Stanley
July 2005 - March 2006 · 8 mos
Morgan Stanley Dw INC.Broker
June 2005 - March 2006 · 9 mos
State Registrations13 states
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AdvisorBrokerBoth
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.