JE
JE

Jeanne Enright

21 Years of Experience
Glen Ellyn, IL

Jeanne Enright is a registered investment advisor at Southcol Advisors, based in Glen Ellyn, IL, with 21 years of industry experience. Jeanne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 8 clients with $210M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
8 clients
Average Client Portfolio
$26.1M average
Assets Under Management
$208.7M

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $10.0M0.60%
$10M+0.40%

Independent Managers and the Platform Manager charge their own fees that are in addition to SouthCol’s fees. All fees are subject to negotiation and can vary from the amounts shown in the above tables.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Glen Ellyn, IL

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Jeanne owns two rental houses through Enright Properties, but her husband manages the properties. She spends minimal time on this activity.

Employment History
Current Registrations
Southcol Advisors
August 2020 - Present · 5 yrs 9 mos
Previous Registrations
Foreside Fund Services, LLCBroker
February 2018 - August 2018 · 6 mos
William Blair & Company L.L.C.
November 2009 - March 2017 · 7 yrs 4 mos
William BlairBroker
November 2009 - March 2017 · 7 yrs 4 mos
Nuveen Asset Management
January 2002 - October 2009 · 7 yrs 9 mos
Nuveen Investments, LLCBroker
September 2001 - October 2009 · 8 yrs 1 mo
State Registrations1 state
IL
Advisor

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
No exam information available for this advisor.