Dr. Jeff Finance provides financial planning and investment management services tailored to individual client needs. The firm takes a holistic approach, considering the intersection of wealth, health, and happiness. Services include investment management, financial planning (covering business planning, cash flow, college savings, estate planning, healthcare, insurance, retirement, risk management, and tax strategies), and tax preparation. Educational seminars are also offered. Dr. Jeff Finance aims to guide clients in understanding their financial situation and setting financial objectives.
Fee Structure
Dr. Jeff Finance offers investment management services coupled with ongoing financial planning. Fees are either a percentage of the assets managed (typically 1% per year) or a flat annual fee ranging from $2,000 to $36,000. The fee depends on the complexity of the client's financial profile. Fees are prorated and paid monthly in arrears. The fees may be negotiable in certain cases.