Jeffrey Stoltey is a registered investment advisor at Inflection Retirement Services, based in Westlake Village, CA. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 36 clients with $54M 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 $1.0M | 0.65% |
| $1.0M - $5.0M | 0.55% |
| $5.0M - $10.0M | 0.45% |
| $10.0M - $25.0M | 0.35% |
| $25M+ | 0.35% |
Fees are negotiable.
Fee Estimator
Location
2945 Townsgate Rd, Suite 200, Westlake Village, CA, 91361
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeffrey works as an insurance broker selling life, health, commercial, and personal lines of insurance.
Employment History
Current Registrations
Inflection Retirement Services
State Registrations2 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.