Jeffrey Steiner is a registered investment advisor at Second Opinion Financial, based in Southlake, TX, 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 Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Second Opinion Financial charges a flat annual fee for investment management services, typically ranging from $3,000 to $12,000, paid monthly. The fee may be negotiable based on the complexity of your financial situation or total assets under management.
Location
Southlake, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeffrey is a co-owner of Two Pugs Publishing, LLC, a self-publishing education business, since 2012. He dedicates minimal time to writing educational books, marketing, and bookkeeping.
Employment History
Current Registrations
Second Opinion Financial
State Registrations1 state
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