Advisor at Rochester Financial Services
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Firm
Rochester Financial Services
Location
Pittsford, NY
Credentials
CFP®
Industry experience
4 years
Jeffrey Feldman is a CFP® professional with four years of industry experience, affiliated with Rochester Financial Services in Pittsford, NY. He has been with Rochester Financial Services since 1993, a firm that manages over $340 million in assets and serves more than 300 client accounts with a single advisor. Rochester Financial Services provides investment supervisory services and comprehensive financial planning to individuals, high-net-worth clients, trusts, and estates. The firm typically structures balanced portfolios using no-load mutual funds, with ongoing monitoring and adjustments, and offers formal reviews semiannually.
Based on Rochester Financial Services
$0 - $250,000: 0.40% per 6 month period $250,000 - $1,000,000: 0.30% per 6 month period $1,000,000 - $3,000,000: 0.20% per 6 month period $3,000,000+: 0.10% per 6 month period
$150 per hour for Non-Supervisory Investment Services and Comprehensive Financial Planning
Minimum fee: $250 per 6 month service period minimum Fee-only: $150 per hour for Non-Supervisory Investment Services and Comprehensive Financial Planning
Pittsford, NY
New York
Rochester Financial Services
1993 - Present (33 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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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.
CFP®, ChFC®, Series 63
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