Jeffrey Gross is a registered investment advisor at 1-800-401k Plan.com, LLC, based in Lawrenceville, NJ, with 21 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 15 clients with $14M 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 $100K | 1.50% |
| $100K - $250K | 1.40% |
| $250K - $500K | 1.30% |
| $500K - $1000K | 1.20% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.60% |
| $4.0M - $5.0M | 0.40% |
| $5M+ | 0.40% |
Fees may be lower based on various factors.
Fee Estimator
Location
106 West Franklin Ave, Lawrenceville, NJ, 08534
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
1-800-401k Plan.com, LLC
Previous Registrations
Walnut Street Securities, INC.
State Registrations1 state
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