Jeffrey A. Drayton Financial Group is a registered investment advisor based in Maple Grove, Minnesota. The firm offers comprehensive financial planning, investment management, and individual income tax preparation services. Jeffrey A. Drayton Financial Group uses a modern portfolio theory approach focused on asset allocation, diversification, and low-cost mutual funds and exchange-traded funds. As a legally required fiduciary, Jeffrey A. Drayton Financial Group puts clients' interests first, providing personalized strategies for retirement, cash flow, education funding, risk management, and estate planning without earning commissions or outside referral fees.
Fee Structure
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% |
Subject to a minimum annual fee of $2,500 or the management fees applied to assets equal to or greater than $250,000. Fees are negotiable in certain circumstances.