Jeffery Bird
Jeffery Bird is a ChFC-designated registered investment advisor at M Holdings Securities, INC., based in Minneapolis, MN, with 39 years of industry experience. Jeffery is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 4,513 clients with $3.2B 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 $1.0M | 1.30% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.20% |
| $5.0M - $10.0M | 1.10% |
| $10M+ | 1.05% |
Schedule reflects maximum M Wealth customized sub-advisory fees. Other advisory programs negotiate fees up to a maximum of 3%.
Fee Estimator
Location
706 2nd Ave. Ste. 300, Minneapolis, MN, 55402
Get directionsHistory
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 ActivitiesSells Insurance
Jeffery receives fees for 401k business solicitation and commissions from fixed insurance sales with multiple companies. He is also a partner at The Brehm Group, selling fixed and variable life insurance, and a Managing Director at MBW Group DBA Together Capital Advisors, managing client relationships, dedicating a few hours per week. Additionally, Jeffery is the President of Hope Farm School, an inner-city ministry, spending about a quarter of his time.
Employment History
Current Registrations
M Holdings Securities, INC.
M Holdings Securities, INC.Broker
Previous Registrations
Valmark Advisers, INC.
Valmark Securities, INC.Broker
NFP Securities, INC.Broker
Ascend Financial Services, INC.Broker
State Registrations13 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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