Jeffrey Drayton
Jeffrey Drayton is a CFP-designated registered investment advisor at Jeffrey A. Drayton Financial Group, INC., based in Maple Grove, MN, with 11 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, Divorce Planning, Education Planning, Estate Planning, and 4 more. Their firm serves 51 clients with $32M 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 $2.5M | 0.85% |
| $2.5M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.45% |
| $10M+ | 0.25% |
Fee Estimator
Contact
Jeffrey Drayton
Location
11670 Fountains Dr, Ste 200, Maple Grove, MN, 55369
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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 a contract instructor for Certified Financial Planning courses at Minnesota State University, Mankato.
Employment History
Current Registrations
Jeffrey A. Drayton Financial Group, INC.
Previous Registrations
Garrett Investment Advisors, LLC
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
State Registrations1 state
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