Jeffrey Altieri is a registered investment advisor at Novem Group, based in Rochester, NY, with 46 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, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 3,653 clients with $1.7B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
32 advisors
Number of Clients
3,653 clients
Average Client Portfolio
$470K average
Assets Under Management
$1.7B
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.50% |
| $250K - $500K | 2.25% |
| $500K - $1.0M | 2.00% |
| $1.0M - $5.0M | 1.75% |
| $5M+ | 1.50% |
Fees are negotiable depending on client needs and complexity.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
350 Linden Oaks, Suite 140, Rochester, NY, 14625
Get directionsHistory
Regulatory History (1)
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Customer Dispute
September 2019Settled
Employment History
Current Registrations
Novem Group
March 2021 - Present · 5 yrs 1 mo
Previous Registrations
RBC Capital Markets, LLC
May 2009 - March 2021 · 11 yrs 10 mos
RBC Capital Markets, LLCBroker
May 2009 - March 2021 · 11 yrs 10 mos
Wells Fargo Advisors, LLCBroker
October 2000 - May 2009 · 8 yrs 7 mos
Wells Fargo Advisors, LLC
January 2000 - May 2009 · 9 yrs 4 mos
Legg Mason Wood Walker, IncorporatedBroker
July 1996 - October 2000 · 4 yrs 3 mos
Tucker Anthony IncorporatedBroker
April 1988 - July 1996 · 8 yrs 3 mos
Cowen & CO.Broker
May 1987 - January 1989 · 1 yr 8 mos
Tucker, Anthony & R. L. Day, INC.Broker
June 1984 - May 1987 · 2 yrs 11 mos
Advest, INC.Broker
September 1983 - June 1984 · 9 mos
Moseley, Hallgarten, Estabrook & Weeden, INC.Broker
February 1982 - September 1983 · 1 yr 7 mos
Foster & CO. Equities, INC.Broker
September 1980 - June 1982 · 1 yr 9 mos
E. F. Miller Municipals INC.Broker
February 1979 - March 1980 · 1 yr 1 mo
State Registrations2 states
NYSC
Advisor
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
No exam information available for this advisor.