Jeffrey Speers
Jeffrey Speers is a registered investment advisor at Rise Financial Partners, based in Sarasota, FL, with 17 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Education Planning, and 7 more. Their firm serves 158 clients with $70M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Rise Financial Partners charges an annual fee of up to 1.50% of assets under management, with rates individually negotiated.
Fee Estimator
Location
Sarasota, FL
Get directionsHistory
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.
Exams
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