Jeffrey Melgard is a registered investment advisor at Najarian Family Office, LLC, based in Chicago, IL, with 9 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 66 clients with $76M 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 | 2.00% |
| $1.0M - $10.0M | 1.50% |
| $10M+ | 0.80% |
Fees are negotiable for accounts over $25 million. Fixed income fees range from 0.20% to 2.00% and are determined by the type of fixed income and how it was acquired.
Fee Estimator
Location
223 W Jackson Blvd., Suite 500, Chicago, IL, 60606
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Jeffrey is the co-chief investment officer of Najarian Family Office since 2024. He is also a managing member of Rebellion Capital Advisors, LLC since 2017.
Employment History
Current Registrations
Najarian Family Office, LLC
Previous Registrations
Rebellion Capital Advisors, LLC
State Registrations2 states
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