Jeffrey Bronchick is a CFA-designated registered investment advisor at Cove Street Capital, LLC, based in Hermosa Beach, CA. 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 18 clients with $94M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Annual fees generally range from 0.40% to 1.25% of the value of your portfolio and are negotiable depending on client circumstances and account complexity.
Fee Estimator
Location
205 Pier Avenue, Suite 101, Hermosa Beach, CA, 90245
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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 →Employment History
Current Registrations
Cove Street Capital, LLC
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.
Exams
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