Jeffrey Coe is a registered investment advisor at Neville, Rodie & Shaw INC, based in New York, NY, with 12 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 355 clients with $2B 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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.40% |
Certain relationships may be charged fixed fees or alternative schedules ranging from 0.20% to 1.45%. Fees are negotiable depending on relationship size and servicing requirements. Family accounts can be combined for fee calculation purposes.
Fee Estimator
Location
200 Madison Ave, New York, NY, 10016-3903
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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 member of the investment committee for Burke Rehabilitation Hospital since 2007, assisting in overseeing the foundation's investment portfolio. He dedicates minimal time to this activity.
Employment History
Current Registrations
Neville, Rodie & Shaw INC
Previous Registrations
Neville, Rodie & Shaw INC
State Registrations1 state
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.
Exams
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