Jeffrey Fiore
Jeffrey Fiore is a registered investment advisor at Your Choice Financial LLC, based in St. Cloud, FL, with 7 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 126 clients with $37M 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 | 1.50% |
| $1.0M - $2.0M | 1.40% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.60% |
Fees are generally negotiable. Clients in Alabama will never be charged a total management fee over 2%.
Fee Estimator
Location
St. Cloud, FL
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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 ActivitiesSells Insurance
Jeffrey has an independent distributorship with Herbalife International, which is currently passive income. He also uses Fiore Wealth Management Group as a DBA for his insurance activities, including life, health, and fixed annuities insurance, taking about a quarter of his time, with a few hours per week during securities trading.
Employment History
Current Registrations
Your Choice Financial LLC
Previous Registrations
Horter Investment Management, LLC
Gradient Advisors, LLC
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.