Jeffrey Guy
Advisor at Verdura Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Verdura Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Novi, MI 48377
Credentials
CFP®, Series 63, Series 65
Industry experience
22 years
Jeffrey Guy is a CFP® professional with 22 years of industry experience. He is the principal of Verdura Wealth Management, LLC, an independent advisory firm based in Novi, MI, and has worked previously with Veritas Capital Advisors, Kovack Advisors, and Kovack Securities. Outside of his advisory work, he is involved in fixed insurance sales through Veritas Capital Partners, serving as president and insurance agent. Verdura Wealth Management serves individual investors and plan sponsors, managing nearly $10 million in client assets across about 30 relationships. The firm offers discretionary asset management, financial planning, and retirement-plan advisory services, with a client-driven investment process that employs a variety of analytical methods and includes pension consulting and ERISA 3(21) fiduciary services.
Based on Verdura Wealth Management, LLC
Based on Verdura Wealth Management, LLC
ERISA plan services include flat fees: $500 in advance at engagement, $2,000 in arrears after six months, and $2,500 semi-annually in arrears thereafter or $1,250 quarterly in advance.
Up to $1,000,000 - $1,000,000: 1.0% Over $1,000,000+: 1.0%
Investment Advisor Representatives receive commissions from sales of investment related products such as insurance.
$250 per hour for financial planning services.
Account minimum: $500,000
28175 Haggerty Rd.
Novi, MI 48377
Michigan · Texas
Verdura Wealth Management, LLC
2023 - Present (3 years)
Veritas Capital Advisors, LLC
2006 - Present (20 years)
Veritas Capital Partners, LLC
2006 - Present (20 years)
Kovack Advisors, inc.
2006 - 2023 (17 years)
Kovack Securities, Inc.
2006 - 2023 (17 years)
Jeffrey Guy, Sole Proprietor
2002 - Present (24 years)
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
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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.
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