Jeffrey Best
Jeffrey Best is a CFP-designated registered investment advisor at Buckeye Wealth Management LLC, based in Westerville, OH, with 28 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, Investment Management, Retirement Planning. Their firm serves 252 clients with $72M 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 - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Annual & minimal fee rates are negotiable.
Fee Estimator
Location
155 Commerce Park Drive, Suite 2, Westerville, OH, 43082
Get directionsHistory
Regulatory History (5)
Financial
October 2017Judgment / Lien
August 2017Regulatory
March 2012Regulatory
July 2010Customer Dispute
February 2009Other Business ActivitiesSells Insurance
Jeffrey is a licensed insurance salesperson since 1986, placing sales for clients as needed as part of their financial plans. He spends a few hours per week on insurance-related sales.
Employment History
Current Registrations
Buckeye Wealth Management LLC
Previous Registrations
Best Advisory Services
Financial Network Investment CorporationBroker
Fahnestock & CO., INC.Broker
Fortis Investors, 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.