Jeffrey Feinberg is a registered investment advisor at Incomar Investments, LLC, based in Sugar Land, TX, with 25 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 65 clients with $95M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The standard rate is 1%, but it may be negotiable, and therefore higher or lower than 1%, depending upon the type of services desired by the client or the size of the client’s accounts.
Fee Estimator
Location
101 Southwestern Blvd, Suite 112, Sugar Land, TX, 77478
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 Activities
Jeffrey is a director and secretary for Luxury Lodges, Inc., a mobile home and recreational vehicle park, since 2020. He spends minimal time reviewing financial statements and recording board minutes.
Employment History
Current Registrations
Incomar Investments, LLC
State Registrations2 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.