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Working with a professional advisor gives you access to professional tools designed to address a variety of financial goals and investment objectives.
What does 3% look like?
With Advisor
$1,168,373
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Without Advisor
$656,243
The chart assumes the hypothetical growth of $100,000 over 30 years with annualized returns of 5% and 8%. The returns and this chart are for illustrative purposes only and do not represent actual investment returns, trading activity, or performance. The increase of 3% may be achievable by investment advisors who implement best practices and strategies for serving their clients. Specifically: suitable asset allocation using broadly diversified funds / ETFs, cost-effective implementation (expense ratios), rebalancing, behavioral coaching, asset location (allocation of assets between taxable and tax-advantaged accounts), spending strategy (withdrawal order), total-returns versus income investing. A link to the white paper supporting this claim can be found below. Altruist Corp and its affiliates believe that our software and product offerings align with these best practices by either providing features that allow for them (i.e. offering commission-free, low-expense-ratio ETF trading, rebalancing, and tax advantaged accounts) and/or creating efficiencies for investment advisors through streamlined software so that they can spend more time on best practices such as the ones described by Vanguard, listed above.
Source: Vanguard, Putting a value on your value, February 2019
Our Story
Modern Financial Advice
Jeffries Wealth Management was created to solve a variety of issues with common financial advisory firms. From outdated technology, questionable ethics, high fees, and a lack of diversity, we can do better.
Everyone deserves a financial plan
Our firm was founded on the belief that with today's advancements in financial technology, the prevalence of subscription-based pricing, and a generation of people wronged by financial professionals we can provide a better alternative to the old way of doing things.
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Most investment advisors require investment minimums that exclude the majority of Americans. Now more than ever we're able to provide relevant financial advice for a variety of families, regardless of their level of wealth.
Modern advice
By utilizing technology and having a tech-forward mindset, we're able to serve more clients and provide better service, for less cost.
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A majority of advisor practices are slow to adopt technology--from portfolio rebalancing, risk analysis, client portals, and more.
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As a new generation of earners enters the marketplace for financial advice, we demand a better client experience, straightforward pricing, and a relationship with someone we can trust.
How we're different
We keep your costs fixed and affordable, with no hidden charges and no asset minimums required to work with us. And because we base your fee on your needs, not your assets, it won’t increase as your money grows, which makes a big difference in how much you’ll pay over time.
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We're also a fiduciary, we have a legal obligation to always act in your best interest. We'll go further than any other financial advisor to eliminate all possible conflicts of interest.
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Working With You
From tackling personal decisions to reaching important milestones, my job is to guide you on the path of success. I’m fueled by my commitment to excellence and go the extra mile to make sure clients are fully satisfied with my work. As a professional Financial Planner, I believe in maintaining a positive mindset, creating partnerships with a purpose, and always striving for significant outcomes.
Risk Management
Helping families and professionals prepare for the unexpected
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Partners
ABOUT ME
I’ve been a professional Consultant since 2000. I believe in maintaining a positive mindset, creating partnerships with a purpose, and always striving for significant outcomes. When you work with me, you should expect a collaboration with transparency and consistency. Want to learn more? Contact me today for an initial consultation.