Jeffrey Medvedik
Jeffrey Medvedik is a registered investment advisor at Financial Services of America Advisors, based in Troy, MI, with 33 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 4,406 clients with $570M 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 | 1.50% |
| $500K - $1000K | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Location
50 W Big Beaver Rd Suite 500, Troy, MI, 48084
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2017Other Business ActivitiesSells Insurance
Jeffrey works as an Investment Advisor Representative for FSA Advisors and dedicates about half his time to this role. He also works as an Insurance Agent for Financial Services of America, spending about a quarter of his time on insurance sales, and is President of J.D. Medvedik & Associates, spending a few hours per week on this S Corp.
Employment History
Current Registrations
Fsa Advisors, INC.
Previous Registrations
Ae Financial Services, LLCBroker
Independence Capital CO., INC.
Independence Capital CO., INC.Broker
Usallianz Securities, INC.Broker
Mtl Equity Products, INC.Broker
Iac Securities, INC.Broker
Mariner Financial Services, INC.Broker
Fortis Investors, INC.Broker
Mariner Financial Services, INC.Broker
State Registrations1 state
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.