Jeffrey Hakala is a CFA-designated registered investment advisor at Clarkston Capital Partners, LLC, based in Rochester, MI, with 15 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 396 clients with $3.9B 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 $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable. If assets are invested in a Clarkston Fund, those assets are subject to the fees and charges applicable to all shareholders in that Clarkston Fund.
Fee Estimator
Location
303 East Third Street, Suite 110, Rochester, MI, 48307
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Regulatory History
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 →Other Business Activities
Jeffrey is a board member for Waterford Bancorp, Inc. and Conifer Holdings, Inc., and holds various leadership positions in the Clarkston Companies. These activities require minimal time commitment.
Employment History
Current Registrations
Clarkston Capital Partners, LLC
Previous Registrations
Corecap Advisors
Clarkston Capital Partners, LLC
State Registrations2 states
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