Jeffrey Mashini is a CFP, ChFC-designated registered investment advisor at Creative Planning, based in Macomb Twp, MI, 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 Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 84,858 clients with $220B 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 | 1.20% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.70% |
| $25.0M - $50.0M | 0.40% |
| $50.0M - $100.0M | 0.30% |
| $100M+ | 0.25% |
Fees and how they are charged are negotiable.
Fee Estimator
Location
Macomb Twp, MI
Get directionsHistory
Regulatory History (1)
Judgment / Lien
September 2015Other Business Activities
Jeffrey is the Grand Knight for the Knights of Columbus Council #15057, responsible for council direction, retention, and growth. This requires minimal time.
Employment History
Current Registrations
Creative Planning
Previous Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Sagepoint Financial, INC.
Fsc Securities CorporationBroker
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
Sagepoint Financial, INC.Broker
Fsc Securities Corporation
Royal Alliance Associates, INC.Broker
Royal Alliance Associates, INC.
Signator Investors, INC.
Signator Investors, INC.
Signator Investors, INC.Broker
Signator Investors, INC.Broker
State Registrations1 state
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.