Jeffrey Sharp is a CFP, ChFC-designated registered investment advisor at HUB Investment Partners, LLC, based in Omaha, NE, with 40 years of industry experience. Jeffrey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 6,127 clients with $12B 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 $100K | 1.50% |
| $100K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $7.0M | 0.75% |
| $7.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees for accounts over $10,000,000 are negotiable.
Fee Estimator
Location
11516 Miracle Hills Drive, Suite 100, Omaha, NE, 68154
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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 registered representative for M Holdings Securities, Inc. and Hub International Investment Services, Inc., and an Executive Vice President at Hub International Great Plains, and a Wealth Advisor at Hub Investment Advisors, Inc., dedicating full-time hours to the latter two. He is also a Managing Member of P39, LLC, a farming operation intended for his family's benefit, taking about 10-20% of his time.
Employment History
Current Registrations
HUB Investment Partners, LLC
HUB International Investment Services INC.Broker
HUB International Investment Services INC.
M Holdings Securities, INC.Broker
Previous Registrations
HUB Investment Advisors, INC
M Holdings Securities, INC.
Mutual Service CorporationBroker
Financial Network Investment CorporationBroker
Mutual Benefit Financial Service CompanyBroker
State Registrations17 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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