Jeffrey Bone is a CFP-designated registered investment advisor at Independent Wealth Network, INC., based in Chesterfield, MO, 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 Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 1,460 clients with $520M 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 | 2.50% |
Management fees are negotiated directly with your investment advisor representative, ranging from a minimum firm program fee of 0.10% up to a maximum of 2.50% per year based on the average daily value of eligible assets.
Fee Estimator
Location
Principled Wealth Management, 100 Chesterfield Business Pkwy, Ste 285, Chesterfield, MO, 63005
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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 on the finance and investment committee for St Paul's Lutheran Church and school, advising on investment strategy and allocation. He is also a board member for the Gene Slay's Girls & Boys Club of St. Louis, working on planned giving policies and procedures; both activities require minimal time and are not investment related.
Employment History
Current Registrations
Independent Wealth Network, INC.
Previous Registrations
Fra Wealth Management LLC
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Osaic Institutions, INC.
Osaic Institutions, INC.Broker
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Allstate Financial Services, LLCBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations3 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.
Exams
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