Jeffrey Messerschmidt
Jeffrey Messerschmidt is a registered investment advisor at Navolio & Tallman Advisors LLC, based in Walnut Creek, CA, with 3 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Navolio & Tallman Advisors does not directly manage investments. They recommend other investment advisors, such as Freestone Capital Management. When serving as co-advisor with Freestone, Navolio & Tallman Advisors receives a portion of Freestone's investment management fee, not exceeding 35% of what the client pays Freestone. Freestone's fee will not exceed 1.5% annually of assets managed by Freestone.
Location
2121 N. California Blvd., Suite 610, Walnut Creek, CA, 94596
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeffrey is a partner at Navolio & Tallman LLP, an accounting firm, since 2009. He spends full-time providing tax preparation, income tax planning, audit, and other accounting-related services.
Employment History
Current Registrations
Navolio & Tallman Advisors LLC
State Registrations1 state
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