Jeffrey Reynolds
Jeffrey Reynolds is a CFP-designated registered investment advisor at Financial Council, LLC, based in Towson, MD, with 14 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 640 clients with $1.1B 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 $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $7.5M | 0.50% |
| $7.5M - $50.0M | 0.25% |
| $50M+ | 0.25% |
Fees negotiable for amounts over $50,000,000.
Fee Estimator
Location
100 West Road, Suite 500, Towson, MD, 21204
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 IAR of RIA Financial Council Asset Management Corp, providing asset management and advisory services. He also co-owns Financial Council, LLC and owns Jeffrey R Reynolds, Inc., both established to facilitate securities, advisory, and insurance business, dedicating full-time hours to these activities.
Employment History
Current Registrations
Financial Council, LLC
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
Previous Registrations
Financial Council Asset Management INC
Morgan Stanley & CO. LLCBroker
State Registrations17 states
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