Jeffrey Socha
Jeffrey Socha is a registered investment advisor at Entrewealth, based in Austin, TX, with 13 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, High Net Worth, Investment Management. Their firm serves 174 clients with $330M 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 | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees are negotiable and paid monthly in advance.
Fee Estimator
Location
Austin, TX
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
November 2015Other Business ActivitiesSells Insurance
Jeffrey is involved in several outside business activities. He works with American Underground Construction (minimal time), sells insurance products (about 10-20% of his time), owns Socha Consulting (about half his time), is a figurehead CFO for National Merchant Association (no time), and is a principal with First Financial Resources, LLC (no time).
Employment History
Current Registrations
Entrewealth
Previous Registrations
Central Wealth Management LLC
Ark Financial Advisors, LLC
Oakwell Private Wealth Management
Eagle Strategies LLC
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.
Exams
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