Michael Bree
Michael Bree is a CFP, ChFC-designated registered investment advisor at Jacobi Capital Management, LLC, based in Pittston, PA, with 35 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Retirement Planning, and 1 more. Their firm serves 2,853 clients with $2.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Jacobi Capital Management's investment advisory services are offered for an annual fee based on a percentage of the assets they manage. The annual fee is negotiable.
The fees are:
- $100,000 to $1,000,000: Fees up to 1.5% per year
- $1,000,001 to $5,000,000: Fees up to 1.25% per year
- Over $5,000,000: Fees up to 1.00% per year
Location
154 Enterprise Way, Pittston, PA, 18640
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2017Other Business ActivitiesSells Insurance
Michael operates under Jacobi Wealth Advisors as a DBA for his LPL business and provides investment advisory services through Jacobi Capital Management LLC. He also sells non-variable insurance and has a business entity, Bree Advisory Group, LLC, for tax/investment purposes only; these activities take about half of Michael's time.
Employment History
Current Registrations
Jacobi Capital Management, LLC
LPL Financial LLCBroker
Previous Registrations
Pillar Wealth Advisors, LLC
Hornor, Townsend & Kent, LLCBroker
Hornor, Townsend & Kent, INC.
Advisornet Financial
Financial Network Investment CorporationBroker
Financial Network Investment Corporation
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
1717 Capital Management Company
1717 Capital Management CompanyBroker
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
State Registrations10 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.