Jeffrey Beyer
Jeffrey Beyer is a registered investment advisor at Paladin Retirement Advisors, based in Newtown, PA, with 15 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 34 clients with $12M 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3M+ | 0.50% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Location
532 Durham Rd, Ste 101, Newtown, PA, 18940
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
September 2024Customer Dispute
June 2018Other Business ActivitiesSells Insurance
Jeffrey is a sole proprietor in Newtown, PA, engaged in insurance sales and service as an insurance agent since 2009. He dedicates about 10-20% of his time to the sales of fixed insurance products.
Employment History
Current Registrations
Paladin Retirement Advisors
Previous Registrations
Ae Wealth Management, LLC
USA Financial Securities CorporationBroker
USA Financial Securities Corporation
United Planners' Financial Services of America a Limited PartnerBroker
United Planners' Financial Services of America a Limited Partner
Bcg Securities, INC.
Bcg Securities, 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.