Jeffrey Wheeler
Jeffrey Wheeler is a registered investment advisor at The Wealth Collaborative, INC., based in Corona Del Mar, CA, with 24 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, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 246 clients with $700M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The Wealth Collaborative provides investment management services for an annual fee based on the value of your investments. The fee is negotiable and ranges from 0.50% to 1.75% per year, depending on the complexity of the account, the amount you invest, and the scope of services. The fee is charged quarterly in advance.
Location
306 Jasmine Avenue, Corona Del Mar, CA, 92625
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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
The Wealth Collaborative, INC.
Previous Registrations
Lwi Financial INC.
Loring Ward Capital Management INC.
State Registrations2 states
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