Jeffery Hardin
Jeffery Hardin is a registered investment advisor at Fiduciary Solutions LLC, based in Roseville, CA, with 14 years of industry experience. Jeffery 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 563 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.45% |
| $500K - $1.0M | 0.35% |
| $1M+ | 0.15% |
These fees are paid to the third-party money manager (TPMM), not Fiduciary Solutions. Fiduciary Solutions charges a separate fee of 0.90% to 1.35% annually.
Fee Estimator
Location
2520 Douglas Blvd., Ste. 110, Roseville, CA, 95661
Get directionsHistory
Regulatory History (3)
Judgment / Lien
May 2018Judgment / Lien
March 2018Judgment / Lien
August 2016Other Business ActivitiesSells Insurance
Jeffery is a self-employed insurance agent since 2003, dedicating about 10-20% of his time to fixed insurance sales. He also serves as CCO for Peak Financial Freedom Group LLC, a fixed insurance product marketing organization, taking about a third of his time, and is CCO and IAR for Fiduciary Solutions, LLC. Additionally, Jeffery is a member/owner of Runwell Fleet, a merchandise distribution company, spending a few hours per week on administrative and managerial duties.
Employment History
Current Registrations
Fiduciary Solutions LLC
Cape Securities INC.Broker
Cape Securities INC.
Previous Registrations
Fiduciary Solutions, LLC
Fiduciary Solutions, LLC
American Global Wealth Management, INC.Broker
Cape Investment Advisory, INC.
Cape Investment Advisory, INC.
Cape Securities INC.Broker
Advanced Asset Trading, INCBroker
Allied Beacon Wealth Management, LLC
Allied Beacon Partners, INC.Broker
Girard Securities, INC.Broker
Girard Securities, INC.
Qa3 Financial LLC
Fiduciary Solutions, LLC
Qa3 Financial CORP.Broker
State Registrations5 states
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.