| Assets Under Management | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable and may vary based on several factors.
91 West Long Lake Road, Bloomfield Hills, MI, 48304
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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 →Jeremy is a manager of multiple LLCs: Clarkston Capital Partners (an investment adviser), Modell Capital LLC (a holding company), and Clarkston 91 West, LLC (a real estate holding company). He dedicates minimal time to each of these activities.