Jeffrey Smith is a CFP-designated registered investment advisor at Parker Wealth Management, LLC, based in Windsor, CT, 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 Business Owners, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 21 clients with $17M 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 - $2.0M | 0.90% |
| $2.0M - $4.0M | 0.75% |
| $4.0M - $6.0M | 0.60% |
| $6M+ | 0.50% |
Rates shown are for investment management only. Higher fee schedules apply if financial planning or tax planning are included. Fees may be adjusted for unique circumstances.
Fee Estimator
Location
360 Bloomfield Avenue, Suite 301, Windsor, CT, 06095
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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 →Employment History
Current Registrations
Parker Wealth Management, LLC
State Registrations1 state
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Exams
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