Jeffrey Becker is a PFS-designated registered investment advisor at Wb Financial Services, LLC, based in Woodland Hills, CA, with 18 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, High Net Worth, Investment Management, Retirement Planning. Their firm serves 43 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
WB Financial Services does not directly manage client assets. Instead, they refer clients to other investment advisors and receive a portion of the management fee, which ranges from 0.50% to 1.25% annually, paid quarterly in advance. The specific percentage WB Financial Services receives depends on the type of account and the agreement with the independent advisor. Fees are not negotiable.
Location
21031 Ventura Boulevard, Suite 1000, Woodland Hills, CA, 91364
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Wb Financial Services, LLC
Previous Registrations
Wb Financial Services LLC
State Registrations2 states
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