Jeffery Powell is a registered investment advisor at Elevage Partners, LLC, based in Reno, NV, with 32 years of industry experience. Jeffery operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 371 clients with $150M 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 $1000K | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $7.0M | 0.70% |
| $7.0M - $9.0M | 0.60% |
| $9M+ | 0.50% |
Minimum annual fee of $5,000. Fees are negotiable. Discounts may be offered to family members and friends of associated persons.
Fee Estimator
Location
5470 Kietzke Lane, Suite 300, Reno, NV, 89511
Get directionsHistory
Regulatory History (1)
Regulatory
October 1999Employment History
Current Registrations
Elevage Partners, LLC
Previous Registrations
Elevage Partners, LLC
Securities America, INC.Broker
Securities America Advisors, INC.
Brecek & Young Advisors, INC.
Brecek & Young Advisors, INC.Broker
Investment Advisors & Consultants, INC.Broker
Essex National Securities, INC.Broker
Banc One Securities CorporationBroker
Abn Amro Securities (USA) INC.Broker
Abn Amro Investment Services, INC.Broker
Asb Financial ServicesBroker
Griffin Financial ServicesBroker
First Investors CorporationBroker
State Registrations2 states
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