Jeffrey Mestmaker
Jeffrey Mestmaker is a registered investment advisor at Mestmaker & Petrey Wealth Advisors, based in Bakersfield, CA, 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 Investment Management, Retirement Planning. Their firm serves 345 clients with $190M 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 $500K | 1.65% |
| $500K - $1.0M | 1.50% |
| $1.0M - $5.0M | 1.40% |
| $5.0M - $10.0M | 1.15% |
| $10.0M - $25.0M | 0.90% |
| $25.0M - $50.0M | 0.80% |
| $50M+ | 0.65% |
Advisory fees may be negotiable based upon prior relationships as well as related account holdings.
Fee Estimator
Location
2000 Oak Street, Suite 100, Bakersfield, CA, 93301
Get directionsHistory
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
Mestmaker & Petrey Wealth Advisors
Previous Registrations
Mestmaker & Petrey Wealth Advisors
Morgan Stanley & CO. Incorporated
Morgan Stanley
State Registrations2 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.