Jeffrey Platt is a CFA, CFP-designated registered investment advisor at Platt Wealth Management, based in San Diego, CA, with 18 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, Charitable Giving, Corporate Executives, Estate Planning, and 5 more. Their firm serves 205 clients with $390M 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 $2.0M | 0.90% |
| $2.0M - $3.5M | 0.80% |
| $3.5M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $15.0M | 0.50% |
| $15M+ | 0.30% |
Fees also apply to real estate private placements. Fees may be less for larger client relationships and for non-profit and long-term clients.
Fee Estimator
Contact
Jeffrey Platt
Location
3838 Camino Del Rio North, Suite 365, San Diego, CA, 92108
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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
Platt Wealth Management
Previous Registrations
Wealth Quest Partners, INC.
Harrison - De Charon, L.L.C.
Blankinship & Foster
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.
Exams
Additional Information
Jeff currently serves on the Board of Directors for the Lawrence Family Jewish Community Center and received its Volunteer of the Year award in 2016. He is a member of the Investment Committees of the United Way of San Diego and the Jewish Community Foundation of San Diego. Besides being a member of the National Association of Personal Advisors (NAPFA), Jeff is also a member of the Financial Planning Association (FPA), the CFA Institute, and the Rady Children's Hospital Foundation Estates and Trusts Executive Committee and Council. Previously, he served on the board of the San Diego Chapter of the Institute of Financial Planners and was an adjunct professor for the College for Financial Planning. Jeff has been named one of the Best Five Star Wealth Managers by San Diego Magazine for multiple years. In 2016, he earned his black belt in Karate from Pacific Martial Arts.