JN
JN

Jeffry Niedermeyer

8 Years of Experience
Los Angeles, CA

Jeffry Niedermeyer is a registered investment advisor at Rvw Wealth LLC, based in Los Angeles, CA, with 8 years of industry experience. Jeffry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,263 clients with $1.6B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
9 advisors
Number of Clients
1,263 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$1.6B

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fees are negotiable and may be higher or lower depending on certain circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1880 Century Park East, Ste. 200, Los Angeles, CA, 90067

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Rvw Wealth LLC
November 2024 - Present · 1 yr 5 mos
Previous Registrations
Bridge Advisory LLC
October 2023 - July 2024 · 9 mos
J.P. Morgan Securities LLCBroker
October 2021 - August 2023 · 1 yr 10 mos
J.P. Morgan Securities LLC
October 2021 - August 2023 · 1 yr 10 mos
City National Rochdale
July 2021 - September 2021 · 2 mos
Cnr Securities, LLCBroker
July 2020 - September 2021 · 1 yr 2 mos
Maybank Kim Eng Securities USA INC.Broker
July 2008 - May 2012 · 3 yrs 10 mos
State Registrations1 state
CA
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.