Jeffrey Weintraub
Jeffrey Weintraub is a CFP-designated registered investment advisor at Dr. Jeff Finance, LLC, based in Rye Brook, NY, with 1 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, High Net Worth, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Dr. Jeff Finance offers investment management services coupled with ongoing financial planning. Fees are either a percentage of the assets managed (typically 1% per year) or a flat annual fee ranging from $2,000 to $36,000. The fee depends on the complexity of the client's financial profile. Fees are prorated and paid monthly in arrears. The fees may be negotiable in certain cases.
Location
Rye Brook, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Jeffrey owns Dr. Jeff Finance, LLC, and works clinically as an emergency physician, dedicating minimal time to each. He also prepares personal income tax returns for clients and obtained a Life/Accident & Health Agent insurance license in New York State, though it is currently inactive.
Employment History
Current Registrations
Dr. Jeff Finance, LLC
State Registrations1 state
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