Jeffrey Furest
Jeffrey Furest is a CFP-designated registered investment advisor at First Financial Coaching, INC., based in Mt. Clemens, MI, with 41 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 878 clients with $280M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.00% |
| $1.0M - $4.0M | 0.75% |
| $4M+ | 0.50% |
Fees may vary or be reduced at the firm's discretion, and different fee structures may apply based on historical agreements or co-adviser arrangements. We can negotiate fees and the timing of payment for Clients investing over $1 million with Matson Money. Fees for Clients and the timing of payment could be negotiable under special circumstances in our discretion.
Fee Estimator
Location
144 South Main St., Mt. Clemens, MI, 48043
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2003Other Business ActivitiesSells Insurance
Jeffrey is a VP at First Financial, an insurance agency, and an agent for various insurance companies, selling life and disability insurance since 1984, dedicating about 10-20% of his time to each. He also owns and manages real estate rental properties through South Main Real Estate LLC and Nunns Creek LLC, spending minimal time on these activities.
Employment History
Current Registrations
First Financial Coaching, INC.
Previous Registrations
Triad Advisors, INC.Broker
Lincoln Financial Securities Corporation
Lincoln Financial Securities CorporationBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.