Jeffrey Severin
Jeffrey Severin is a registered investment advisor at Severin Investments LLC, based in St. Louis, MO, with 32 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 236 clients with $130M 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 $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1.0M - $5.0M | 1.10% |
| $5M+ | 1.10% |
Fees are negotiable for amounts over $5 million.
Fee Estimator
Location
211 North Broadway, Suite 2925, St. Louis, MO, 63102
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
April 2001Other 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.
Employment History
Current Registrations
Severin Investments LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Signator Investors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.