Jeffrey Wiyninger
Jeffrey Wiyninger is a CFP-designated registered investment advisor at Pathway Advisors, LLC, based in Fallbrook, CA, 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 Investment Management, Retirement Planning. Their firm serves 113 clients with $58M 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 $250K | 1.25% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $2.0M | 0.65% |
| $2.0M - $5.0M | 0.35% |
| $5M+ | 0.25% |
Fee schedule is a straight tier, based on the value of the client's assets under management. At Pathway Advisors' discretion, they may combine the account values of family members living in the same household to determine the applicable advisory fee.
Fee Estimator
Location
1595 South Mission Road, Fallbrook, CA, 92028
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 →Other Business ActivitiesSells Insurance
Jeffrey is an independent insurance agent since 2016. He spends minimal time on this activity, all during securities trading hours.
Employment History
Current Registrations
Pathway Advisors, LLC
Previous Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Capital Analysts, INC
Lincoln InvestmentBroker
Lincoln Investment Planning, INC
Capital Analysts Incorporated
Capital Analysts, IncorporatedBroker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
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.