Jeffrey Kirkpatrick
Jeffrey Kirkpatrick is a registered investment advisor at Dovetail Financial Group LLC, based in Dacula, GA, with 27 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, Investment Management, Retirement Planning, Tax Planning. Their firm serves 342 clients with $300M 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 $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees may be negotiable. Discounts may be offered to family and friends of associated persons.
Fee Estimator
Location
2098 Teron Trace, Suite 800, Dacula, GA, 30019
Get directionsHistory
Regulatory History (3)
Regulatory
September 2023Regulatory
June 2022Criminal
November 1989Other Business Activities
Jeffrey is the president of BYTOR LLC (since 2016) and Jeffrey K LLC (since 2022), both business entities for tax/investment purposes. He spends minimal time on each, doing accounting with Quickbooks.
Employment History
Current Registrations
Dovetail Financial Group LLC
Previous Registrations
Hamilton Investment Counsel, LLC
LPL Financial LLCBroker
Sterne Agee Investment Advisor Services, INC.
Sterne Agee Asset Management, INC.
Sterne Agee Financial Services, INC.Broker
H&r Block Financial Advisors, INC.
H&r Block Financial Advisors, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 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.