Advisor at Bastion Fiduciary
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Firm
Bastion Fiduciary
Location
Islamorada, FL
Credentials
CFP®, Series 65
Industry experience
19 years
Jeffrey Alderfer is a CFP® and holds a Series 65 license with 19 years of industry experience. He is currently with Bastion Fiduciary and Islamorada Investment Management since 2023. His prior experience includes roles at Cambridge Investment Research Advisors, KCA Wealth Management, and Concourse Financial Group Securities. Outside of financial advising, he has worked as a substitute teacher. Bastion Fiduciary provides discretionary investment management and financial planning services to individuals, high-net-worth clients, charitable organizations, corporations, and pooled investment vehicles. The firm also serves as a sub-adviser and portfolio manager to an investment company and ETFs, employing Modern Portfolio Theory and fundamental analysis to construct diversified portfolios tailored to client suitability and tax considerations.
Based on Bastion Fiduciary
Based on Bastion Fiduciary
$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.90% $1,000,001 - $2,000,000: 0.80% $2,000,001 - $4,000,000: 0.70% $4,000,001 - $6,000,000: 0.60% $6,000,001 - $10,000,000: 0.50% $10,000,001+: 0.40%
$250 to $500 per hour for project-based financial planning
Ongoing financial planning subscription fees range from $29 to $199 per month
Fee-only: Financial Planning: hourly fees $250 to $500; ongoing planning $29 to $199 monthly; project-based and ongoing fees negotiable.
Islamorada, FL
Florida · Pennsylvania · Texas
Islamorada Investment Management
2023 - Present (3 years)
Bastion Fiduciary
2023 - Present (3 years)
Cambridge Investment Research Advisors
2022 - 2022 (1 year)
(dba) KCA WEALTH MANAGEMENT
2021 - 2022 (1 year)
Concourse Financial Group Securities, Inc.
2021 - 2022 (1 year)
temple University
2017 - Present (9 years)
Convergent Financial Strategies LLC
2016 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Key Largo, FL
Reef Advisors LLC
Series 63
Islamorada, FL
P.F. Roberts & Associates
Series 65
Tavernier, FL
Lodestone Wealth Management LLC
Series 66
Key Largo, FL
Ongoing Wealth Management
Series 63
Key Largo, FL
Ongoing Wealth Management
Series 65
Islamorada, FL
Bastion Fiduciary
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