Jeffrey Lent is a registered investment advisor at Torray Investment Partners LLC, based in Naples, FL, with 8 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, High Net Worth, Investment Management, Retirement Planning. Their firm serves 486 clients with $730M 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 | 1.00% |
| $5.0M - $25.0M | 0.75% |
| $25.0M - $200.0M | 0.50% |
| $200.0M - $300.0M | 0.38% |
| $300M+ | 0.25% |
Torray reserves the right to negotiate and charge different fees for certain accounts. With respect to sub-advised separate accounts, fees are negotiated and minimum account sizes vary, depending on Torray’s agreement with the client’s wealth adviser or investment adviser. Torray manages investment accounts for employees and family members of employees, some of which benefit from reduced fees and/or account minimums.
Fee Estimator
Location
Naples, FL
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 →Employment History
Current Registrations
Torray Investment Partners LLC
State Registrations3 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.