Jeffrey Silver is a registered investment advisor at Corrado Advisors, LLC, based in Heber, UT, with 12 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 313 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Corrado Advisors charges a percentage of the value of your investments each year, up to a maximum of 1.50%. The exact percentage is negotiable and depends on factors like the amount you invest and the complexity of your situation. Similar clients could pay different fees. Corrado may reduce its fee for managing fixed income securities.
Location
Heber, UT
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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.
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Jeffrey is a managing member of Citadel Partners, LLC, a locksmith services business. He is the funder and part owner, dedicating minimal time to the business.
Employment History
Current Registrations
Corrado Advisors, LLC
Previous Registrations
Scap Management LLC
State Registrations1 state
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.