Jeffries Wealth Management offers financial planning, consulting, and investment management services. Financial planning covers areas like budgeting, debt management, tax estimates, retirement planning, and education funding. Investment management involves tailoring investment strategies to each client's objectives, potentially using independent sub-advisers and exchange-traded funds. Educational seminars are also provided. The firm may recommend private investment funds for high-net-worth clients.
Assets Under Management$1.8M
Clients20
Advisors1
Avg. per Client$92K
Avg. per Advisor$1.8M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual management fee is 1.5%. Financial planning fees are not included.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...