Jeffrey Amman is a registered investment advisor at Wisdom Financial Services, L.L.C., based in Geneseo, IL, with 2 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,518 clients with $780M 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 $500K | 0.80% |
| $500K - $1.0M | 0.46% |
| $1.0M - $4.0M | 0.36% |
| $4M+ | 0.21% |
Fees are negotiable.
Fee Estimator
Location
1043 South Oakwood Ave, Geneseo, IL, 61254
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Wisdom Financial Services, L.L.C.
State Registrations1 state
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