Jeffrey Wood
Jeffrey Wood is a CFP-designated registered investment advisor at Centerline Wealth Advisors, LLC, based in Louisville, KY, with 4 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, Charitable Giving, Estate Planning, Insurance Planning, and 3 more. Their firm serves 268 clients with $330M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Centerline Wealth Advisors charges a percentage of the assets they manage for investment management services. The fee varies between 0.40% and 2.00% annually, depending on the amount of assets managed and the complexity of the engagement. The minimum management fee may be waived. Adjustments are made for large deposits and withdrawals during the quarter.
Location
10200 Forest Green Blvd., Suite 306, Louisville, KY, 40223
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Regulatory History (1)
Criminal
December 2018Employment History
Current Registrations
Centerline Wealth Advisors, LLC
Previous Registrations
Nationwide Investment Advisors, LLC
Jefferson National Securities CorporationBroker
Fifth Third Securities, INC.
Fifth Third Securities, 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.