Jeffrey Alderfer is a CFP-designated registered investment advisor at Bastion Fiduciary, based in Chadds Ford, PA, with 19 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, Education Planning, Estate Planning, Federal Employees, and 3 more. Their firm serves 236 clients with $150M 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 | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $4.0M | 0.70% |
| $4.0M - $6.0M | 0.60% |
| $6.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Annual advisory fees are negotiable.
Fee Estimator
Contact
Jeffrey Alderfer
Location
Chadds Ford, PA
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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 works as a substitute teacher, dedicating about 10% of his time to this role.
Employment History
Current Registrations
Bastion Fiduciary
Previous Registrations
Islamorada Investment Management, LLP
Cambridge Investment Research Advisors, INC.
Concourse Financial Group Advisors
Convergent Financial Strategies LLC
Alderfer Financial Planning LLC
State Registrations3 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.
Exams
Additional Information
A native of Harleysville PA, Jeffrey Alderfer earned a Bachelor of Science degree in Aeronautical Engineering from the US Air Force Academy, and a Master of Science in Systems Management from the University of Southern California. After serving more than twenty years as an active-duty Air Force pilot, he returned to Pennsylvania where he earned the Certified Financial Planner credential and founded Alderfer Financial Planning LLC in Wyomissing, PA.