Jeffrey Snell is a registered investment advisor at JR Snell Capital Management, LLC, based in Carefree, AZ, with 23 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 63 clients with $31M 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 $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable. Clients who utilize Altruist Models will also be charged a separate Model Marketplace fee ranging between 0.00% and 1.00%.
Fee Estimator
Location
Carefree, AZ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
JR Snell Capital Management, LLC
State Registrations3 states
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