Jeffrey Brick is a CFA-designated registered investment advisor at Brick Capital Management INC, based in East Lansing, MI, with 13 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 18 clients with $2.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Brick Capital Management charges a fixed annual fee based on the total investment portfolio size.
- Up to $20 Million: $10,000
- $20 - $30 Million: $12,500
- $30 - $40 Million: $15,000
- $40 - $50 Million: $17,500
- Over $50 Million: Negotiable
The fixed fee arrangements are negotiable and will be determined on the basis of the amount and composition of the assets under management.
Location
1400 Abbot Road, Ste 105, East Lansing, MI, 48823
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeffrey is a Vice President of Brick & Associates, Inc., a related company providing asset liability management software and consulting services. He has held this position since 1995 and dedicates about a quarter of his time to it, including time during trading hours, focusing on consulting and credit union research.
Employment History
Current Registrations
Brick Capital Management INC
State Registrations1 state
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