Jeffery Coffman
Jeffery Coffman is a registered investment advisor at Independent Advisor Alliance, LLC, based in Fayetteville, AR, 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 Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 34,127 clients with $14B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IAA offers asset management services where they manage your investments based on your goals, time horizon, and risk tolerance. The annual advisory fee is a maximum of 2.00% of the market value of your account, including cash holdings. This fee may also include financial planning and consulting services. The advisory fee is negotiable. Fees are billed quarterly in advance.
Location
Fayetteville, AR
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeffery is the owner of Coffman Capital LLC, dedicating about a quarter of his time to this role. He also works with Fivestone Financial, a DBA of the RIA, since September 2024.
Employment History
Current Registrations
Independent Advisor Alliance, LLC
Previous Registrations
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
State Registrations2 states
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