Jeffery Coda
Jeffery Coda is a registered investment advisor at Goldman Sachs Wealth Services, L.P., based in Deerfield, IL, with 4 years of industry experience. Jeffery operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 121,236 clients with $26B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Goldman Sachs Wealth Services charges fees for managing your investments, which are calculated as a percentage of the assets in your account. There are two main fee models:
- Strategy-based fees: Fees are based on the specific investment strategy used.
- Comprehensive Pricing Program (CPP): A comprehensive fee model with a maximum advisory fee of 1.50%. This model is suitable for clients who invest across a number of asset classes.
In addition to advisory fees, you may also pay transaction fees, custody fees, and underlying fund fees. Fees are negotiable and can vary based on factors like the services provided, the amount you invest, and any corporate affiliations.
Location
540 Lake Cook Rd, Suite 600, Deerfield, IL, 60015
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Regulatory History (4)
Financial
February 2019Financial
March 2018Financial
January 2017Financial
December 2016Employment History
Current Registrations
Goldman Sachs Wealth Services, L.P.
Goldman Sachs & CO. LLCBroker
State Registrations53 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.