Jeffrey Sharp is a CFP, ChFC-designated registered investment advisor at HUB Investment Partners, LLC, based in Omaha, NE, with 40 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 4,317 clients with $9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $7.0M | 0.75% |
| $7.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees are negotiable for accounts over $10,000,000.
Fee Estimator
Location
11516 Miracle Hills Dr., Suite 100, Omaha, NE, 68154
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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 Activities
Jeffrey is a registered representative for M Holdings Securities, Inc. and Hub International Investment Services, Inc., and an Executive Vice President at Hub International Great Plains, and a Wealth Advisor at Hub Investment Advisors, Inc., dedicating full-time hours to the latter two. He is also a Managing Member of P39, LLC, a farming operation intended for his family's benefit, taking about 10-20% of his time.
Employment History
Current Registrations
HUB Investment Partners, LLC
HUB International Investment Services INC.Broker
HUB International Investment Services INC.
HUB Investment Advisors, INC
M Holdings Securities, INC.Broker
Previous Registrations
M Holdings Securities, INC.
Mutual Service CorporationBroker
Financial Network Investment CorporationBroker
Mutual Benefit Financial Service CompanyBroker
State Registrations17 states
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