Jeffrey Elliott is a CFP-designated registered investment advisor at Jeff Elliott, Cfp®, based in The Hills, TX, with 12 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, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 47 clients with $22M 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 $500K | 0.90% |
| $500K - $1.0M | 0.70% |
| $1.0M - $3.0M | 0.50% |
| $3.0M - $5.0M | 0.30% |
| $5M+ | 0.20% |
Minimum quarterly fee of $1,000. The Firm does not negotiate its fee, but it offers discounts to select family and friends at its sole discretion. The Firm, at its sole discretion, may charge a lesser fee based upon certain criteria.
Fee Estimator
Location
The Hills, TX
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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
Jeff Elliott, Cfp®
Previous Registrations
Diversify Wealth Management, INC.
Ljcooper Capital Management, LLC
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.