Jeffrey Bird
Jeffrey Bird is a registered investment advisor at Gradient Advisors, LLC, based in Mesquite, NV, with 34 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 3,220 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Gradient Advisors uses third-party money managers to manage client accounts. The maximum annual fee Gradient Advisors will charge clients is 1.5% of the assets they manage. This fee is negotiable and depends on the money manager selected, the advisor providing services, and the value of the assets in the account. The fee is payable monthly, quarterly, or annually in advance or arrears based on the money manager. The investment management fees charged by the third-party managers are in addition to Gradient Advisors' fee.
Location
355 W. Mesquite Blvd, Suite C80, Mesquite, NV, 89027
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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 ActivitiesSells Insurance
Jeffrey is a managing member of Jefro Enterprises LLC, buying rental properties and land for personal investment, dedicating minimal time. He is also the President of Financial Concepts Retirement Planning, LLC, working as an insurance agent and supervising other agents, dedicating a few hours per week, and dba Financial Concepts Inc as an Investment Advisor Representative/Owner.
Employment History
Current Registrations
Gradient Advisors, LLC
Previous Registrations
Financial Concepts, INC.
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
Mcl Financial Group, INC.Broker
Sentra Securities CorporationBroker
Northstar Securities, INC.Broker
Dominion Capital CorporationBroker
Sunpoint Securities, INC.Broker
First American National Securities, INC.Broker
State Registrations4 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.