Jeffery Bleim
Jeffery Bleim is a registered investment advisor at Financial Services of America Advisors, based in Troy, MI, with 15 years of industry experience. Jeffery operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 4,406 clients with $570M 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 | 1.50% |
| $500K - $1000K | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Location
50 W Big Beaver Rd Suite 500, Troy, MI, 48084
Get directionsHistory
Regulatory History (1)
Regulatory
November 2018Other Business ActivitiesSells Insurance
Jeffery is an insurance agent selling life insurance, fixed/indexed annuities, and health insurance, dedicating about a quarter of his time to Financial Services of America and minimal time to FSA Health. He also works as an investment adviser representative for FSA Advisors, spending nearly full-time hours, and as CFO for Hatty Group, a staffing firm, for about 10-20% of his time.
Employment History
Current Registrations
Fsa Advisors, INC.
Previous Registrations
Ae Financial Services, LLCBroker
Independence Capital CO., INC.
Independence Capital CO., INC.Broker
State Registrations1 state
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.