Margaret Jeffries
Margaret Jeffries is a CFP-designated registered investment advisor at Manning & Napier Advisors, LLC, based in Rochester, NY, with 13 years of industry experience. Margaret operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,469 clients with $18B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Manning & Napier Advisors offers several investment strategies with varying fees. Here's a summary of some of the options:
- Objectives-Based Strategies and Core US Equity: 1.35% on the first $1,000,000, decreasing to 1.00%, 0.85%, and 0.70% for higher amounts. Minimum account size is $100,000 (Conservative Growth requires $200,000), with a $1,500 minimum annual fee.
- Strategic Income Objective: 1.05% under $2,000,000, decreasing to 0.95% and 0.90% for higher amounts. Minimum account size is $100,000, with a $1,500 minimum annual fee.
- Managed ETF Portfolio (MEP): 0.90% under $500,000, decreasing to 0.75% and 0.65% for higher amounts. Minimum account size is $100,000, with a $1,500 minimum annual fee.
- Disciplined Value Objective: 0.75% on the first $2,000,000, decreasing to 0.65%, 0.55%, and 0.50% for higher amounts. Minimum account size is $100,000, with a $1,500 minimum annual fee.
Fixed income strategies have different fee structures and minimums.
Location
Rochester, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Margaret is an employee of Manning & Napier Advisors, LLC, an affiliated registered investment advisor. She also works part-time as an event coordinator for Blue Apple Productions, Inc., which is not investment-related and requires minimal time.
Employment History
Current Registrations
Manning & Napier Advisors, LLC
Manning & Napier Investor Services, INC.
Manning & Napier Investor Services, INC.Broker
State Registrations1 state
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