Jeffrey Cfp® is a CFP-designated registered investment advisor at Payne Financial Management, L.L.C., based in Kennesaw, GA, with 22 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 120 clients with $33M 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 | 3.00% |
| $500K - $1000K | 2.00% |
| $1.0M - $5.0M | 1.50% |
| $5M+ | 1.00% |
Management fees are negotiable.
Fee Estimator
Location
125 TownPark Drive NW, Suite 300, Kennesaw, GA, 30144
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Payne Financial Management, L.L.C.
State Registrations1 state
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