Jeffrey Wexler
Jeffrey Wexler is a registered investment advisor at Wexler Financial Group, based in Brookfield, MA, with 5 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $125K | Included |
| $125K - $2.0M | 0.65% |
| $2.0M - $5.0M | 0.45% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.30% |
Minimum fee of $800/year. Wexler Financial's investment advisor representatives may also be licensed as insurance agents and receive commissions from insurance products. Some advice may involve investments in mutual funds and variable annuity products which pay 12b-1 trail fees.
Fee Estimator
Location
Brookfield, MA
Get directionsHistory
Regulatory History (2)
Criminal
July 2024Criminal
July 2023Other Business Activities
Jeffrey previously translated documents under Wexler Enterprises, LLC, doing business as Assured Language Solutions and Wexler Solutions. These businesses ceased operations in November 2022, but might provide services again in the future.
Employment History
Current Registrations
Wexler Financial Group
Previous Registrations
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
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.