Elizabeth Jones is a CFA-designated registered investment advisor at Blakely Harbor Advisors, LLC, based in New Haven, CT, with 16 years of industry experience. Elizabeth 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 6 clients with $69M 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 | 0.95% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.45% |
| $25M+ | 0.25% |
Fees are negotiable.
Fee Estimator
Location
Connecticut Financial Center, 157 Church Street, 19th Floor, New Haven, CT, 06510
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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
Elizabeth serves as the co-trustee of a private trust and receives trustee fees. She also serves on the investment committee of a non-profit corporation and receives a stipend.
Employment History
Current Registrations
Blakely Harbor Advisors, LLC
State Registrations1 state
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