Jeffrey Witz
Jeffrey Witz is a CFP-designated registered investment advisor at Mediqus Asset Advisors, INC., based in Chicago, IL, with 9 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 856 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Location
8750 W. Bryn Mawr, Ste 325, Chicago, IL, 60631-3655
Get directionsHistory
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 ActivitiesSells Insurance
Jeffrey sells life and disability insurance to clients of MEDIQUS Asset Advisors, coordinating quotes and recommendations. This activity requires a few hours per week.
Employment History
Current Registrations
Mediqus Asset Advisors, INC.
State Registrations2 states
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