Jeffrey Muhlenkamp is a CFA-designated registered investment advisor at Muhlenkamp & CO INC, based in Wexford, PA, with 8 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, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 69 clients with $440M 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 $1.0M | 1.00% |
| $1M+ | 0.50% |
Fees are negotiable and may be higher or lower based on the nature of the account. Fees may be 'householded'.
Fee Estimator
Location
5000 Stonewood Drive, Suite 300, Wexford, PA, 15090-8395
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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 →Employment History
Current Registrations
Muhlenkamp & CO INC
State Registrations1 state
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