Jeffrey Witz
Jeffrey Witz is a CFP-designated registered investment advisor at Mediqus Asset Advisors, INC., based in Chicago, IL, with 10 years of industry experience. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 831 clients with $1.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual fee of 1.00% charged quarterly based on average daily account balance.
Fee Estimator
Location
8750 W. Bryn Mawr, Ste 325, Chicago, IL, 60631-3655
Get directionsHistory
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 ActivitiesSells Insurance
Jeffrey sells life and disability insurance to clients of MEDIQUS Asset Advisors, coordinating quotes and recommendations. This activity requires a few hours per week.
Employment History
Current Registrations
Mediqus Asset Advisors, INC.
State Registrations2 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.
Exams
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