Jeffrey Harwood is a CFA, CFP-designated registered investment advisor at Ventura Advisors, based in Woodland Hills, CA, 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 Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 5 more. Their firm serves 44 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 $1.0M | 1.10% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
Minimum quarterly fee of $1,500 is negotiable. Current client relationships may exist where the fees are higher or lower than the fee schedule above, or where the minimum fee has been waived.
Fee Estimator
Contact
Jeffrey Harwood
Location
21860 Burbank Blvd., Suite 100, Woodland Hills, CA, 91367
Get directionsHistory
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 →Other Business Activities
Jeffrey is a licensed real estate broker in California. This activity is not investment-related.
Employment History
Current Registrations
Ventura Advisors
Previous Registrations
Kubera Portfolios
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
Ventura Advisors provides custom wealth advisory services, defined as creating and executing unique financial strategies designed to propel a client toward his financial goals.