Jeffrey Jon Severin

Severin Investments LLC

32 Years of Experience

1 DisclosureSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningHigh Net Worth

Severin Investments LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

5 advisors

Number of Clients

236 clients

Average Client Portfolio

$541K average

Assets Under Management

$127.6M

Fee Structure

Minimum Investment:$100K

Financial Planning:Investment management only

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $500K	2.00%
$500K - $1.0M	1.50%
$1.0M - $5.0M	1.10%
$5M+	1.10%

Fees negotiable for assets over $5 million.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Minimum Annual Fee:$1,500

Location

211 North Broadway, Suite 2925, St. Louis, MO, 63102

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History

Regulatory History (1)

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Employment Separation After Allegations

April 2001

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Jeffrey is associated with Severin Investments, LLC, an insurance agency, dedicating minimal time during securities trading. He also leases automobiles to Severin Investments, which is not investment-related and requires no time commitment.