Jeff Realejo
Jeff Realejo is a CFP-designated registered investment advisor at Heritage Investment Group, INC., based in Pompano Beach, FL, with 9 years of industry experience. Jeff 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 906 clients with $2.2B 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 | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.45% |
| $50.0M - $100.0M | 0.40% |
| $100M+ | 0.30% |
Fees may be negotiable and waived at Heritage's discretion. Certain sub-advisors may charge separate fees.
Fee Estimator
Location
2480 N.E. 23rd Street, Pompano Beach, FL, 33062
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
Jeff is an insurance agent with various insurance companies since 2017, but currently has no duties. He is also a Director and Vice President of Realejo 4 MA, Inc., which operates a franchise of Aroma Joe Coffee House.
Employment History
Current Registrations
Heritage Investment Group, INC.
Previous Registrations
Sentinel Pension Advisors INC
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.
Exams
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