Jeffrey Tamas
Jeffrey Tamas is a registered investment advisor at Ideal Retirement Solutions, based in Port Charlotte, FL, with 10 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. Their firm serves 311 clients with $120M 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 | 1.50% |
Fee-Based Annuity Program fee is 1.00%.
Fee Estimator
Location
17896 Toledo Blade Blvd, Port Charlotte, FL, 33948
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 is an investment advisor representative and spends about 10-20% of his time transacting in other investment products. He is also an insurance agent through Ideal Retirement Solutions, spending nearly full-time selling insurance products including annuities and life insurance.
Employment History
Current Registrations
Ideal Retirement Solutions
Previous Registrations
Alphastar Capital Management
Portfolio Medics, LLC
Alphastar Capital Management, LLC
Mwa Financial Services INC.Broker
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.