JG
JG
Jeffrey Greer is a registered investment advisor at Stone Summit Wealth LLC, based in Miami, 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 Investment Management. Their firm serves 231 clients with $440M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
231 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$443.6M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1M+ | 0.75% |
Fees are negotiable. The client may pay a fixed fee in place of an assets under management fee. The fixed fee for Portfolio Management is between $2,000 and $ 20,000. The fixed fee will not exceed 3% of assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
Miami, FL
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
March 2020Final
Employment History
Current Registrations
Stone Summit Wealth LLC
March 2022 - Present · 4 yrs 1 mo
Previous Registrations
Noesis Capital Management CORP
January 2014 - March 2022 · 8 yrs 2 mos
Hightower Advisors, LLC
August 2010 - January 2014 · 3 yrs 5 mos
Cypress Capital Group
January 2006 - November 2011 · 5 yrs 10 mos
State Registrations2 states
FLTX
Advisor
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.