Jeffrey Speers
Jeffrey Speers is a registered investment advisor at Rise Financial Partners, based in Sarasota, FL, with 16 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 132 clients with $43M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Rise Financial Partners charges a percentage of your portfolio annually for investment management. The exact percentage is negotiated with each client, but it will not exceed 1.5%. Clients with smaller accounts may be subject to higher fees. Fees are charged monthly or quarterly based on the average daily balance of your account.
Location
Sarasota, FL
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Regulatory History (1)
Employment Separation After Allegations
September 2017Other Business ActivitiesSells Insurance
Jeffrey is the President and an insurance agent at Speers Financial, an insurance agency offering fixed insurance products. He also provides administrative consulting to small businesses and receives payouts for investment advisory services, dedicating about half of his time to these activities.
Employment History
Current Registrations
Rise Financial Partners
Previous Registrations
Wr Wealth Planners LLC
Wealth Planning and Design LLC
Wealth Planning and Design LLC
Legacy Financial Advisors, INC.
Mutual of Omaha Investor Services, INC.Broker
State Registrations1 state
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.