Jeffrey Wesnofske
Jeffrey Wesnofske is a registered investment advisor at Clear Capital Management LP, based in Doylestown, PA, with 13 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 112 clients with $61M 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 $3.0M | 2.00% |
| $3M+ | 1.75% |
Fees are negotiable and may vary depending on the client's circumstances. For specialized services such as covered call writing, the fee may be as high as 5% of the assets under management. A separate fee schedule applies to subadviser services: $50,000 - $1,000,000: 0.63%, $1,000,001 and Up: 0.47%
Fee Estimator
Location
196 West Ashland Street, Suite 516, Doylestown, PA, 18901-4040
Get directionsHistory
Regulatory History (1)
Regulatory
September 2025Employment History
Current Registrations
Clear Capital Management LP
Previous Registrations
Clear Capital Management LLC
Main Street Financial Solutions, LLC
AXA Advisors, LLCBroker
Transmarket Group L.L.C.Broker
Pru Global Securities, LLCBroker
State Registrations9 states
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.