Jeffrey Muhle
Jeffrey Muhle is a CFA, CFP-designated registered investment advisor at Financial Planning Concepts, INC., based in Manhattan Beach, CA, 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 Insurance Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 9 clients with $22M 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 $250K | 1.00% |
| $250K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Fee Estimator
Location
Manhattan Beach, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Jeffrey is a Systems Director at The Aerospace Corporation since 1987, leading project teams developing space systems. This takes nearly full-time hours, with minimal time spent during securities trading hours.
Employment History
Current Registrations
Financial Planning Concepts, INC.
State Registrations1 state
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