Jeffrey Bullock is a registered investment advisor at Cedarwood Wealth, based in Highlands Ranch, CO, with 14 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 115 clients with $210M 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 | 0.85% |
| $2.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.35% |
| $10M+ | 0.25% |
Fees are negotiable. There is also a $35 annual fee per account for access to the online reporting platform.
Fee Estimator
Location
1745 Shea Center Drive, 445, Highlands Ranch, CO, 80129
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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 →Other Business Activities
Jeffrey is an investor and partial owner of Greenwood Income Partners, LLC, a family investment company. He also owns Beaumaris Capital, LLC, which conducts investment advisory business through Fidelis Wealth Advisors, taking nearly full-time hours, and Red Eagle Ventures, LLC, a small business coaching company, taking minimal time.
Employment History
Current Registrations
Cedarwood Wealth
Previous Registrations
Fidelis Wealth Advisors
J.P. Morgan Securities LLCBroker
State Registrations2 states
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