JS
CFP
JS
CFP

Jesse Joseph Segreto

25 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingTax PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
67 clients
Average Client Portfolio
$121.3M average
Assets Under Management
$8.1B

Fee Structure

Minimum Investment:$30M
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $30.0M0.60%
$30.0M - $50.0M0.40%
$50.0M - $100.0M0.30%
$100.0M - $200.0M0.25%
$200.0M - $300.0M0.20%
$300.0M - $400.0M0.15%
$400.0M - $500.0M0.10%
$500.0M - $750.0M0.05%
$750.0M - $1000.0M0.03%
$1000M+0.03%

Standard fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$150,000
Loading...

Location

320 South Canal Street, Floor 12, Chicago, IL, 60606

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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 →
Employment History
Current Registrations
BMO Family Office, LLC
October 2009 - Present · 16 yrs 4 mos
Previous Registrations
Seton Smoke Captal Management
December 2006 - December 2008 · 2 yrs
UBS Financial Services INC.
September 1999 - August 2006 · 6 yrs 11 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.