Jeffrey Risley is a CFP-designated registered investment advisor at Risley Capital Management LLC, based in Ellisville, MO, with 24 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 160 clients with $160M 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 $499K | 1.25% |
| $499K - $1000K | 1.00% |
| $1.0M - $2.5M | 0.95% |
| $2.5M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.80% |
Fee schedule is for equities and balanced portfolios. For fixed income portfolios: $50,000–$500,000: 1.00%; $500,001–$1,000,000: 0.75%; $1,000,001–$1,500,000: 0.70%; $1,500,001–$2,000,000+: Negotiated Rate. Discounts may be offered to family members and friends of associated persons.
Fee Estimator
Location
16024 Manchester Road, Suite 200, Ellisville, MO, 63011
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Risley Capital Management LLC
Previous Registrations
Wells Fargo Advisors, LLC
Prudential Securities Incorporated
State Registrations2 states
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