Jeffrey A. Drayton Financial Group provides financial planning and investment advisory services. Financial planning covers cash flow, education, retirement, risk management, estate, and small business planning. Investment advisory services are offered through consultations or full investment management. Jeffrey A. Drayton Financial Group acts in the client's best interest.
Assets Under Management$32M
Clients51
Advisors3
Avg. per Client$630K
Avg. per Advisor$11M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 0.85% |
| $2.5M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.45% |
| $10M+ | 0.25% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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