Earl Jefferson
Earl Jefferson is a CFP-designated registered investment advisor at 7th Harvest Investments, based in Dallas, TX, with 22 years of industry experience. Earl operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 118 clients with $83M 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 | 2.00% |
Individual investment management annual fees typically range from 0.15% to 2.00% of assets under management. Sub-advisory services typically range from 0.25% to 0.75%, model portfolio services typically range from 0.35% to 0.75%, and retirement plan consulting ranges from 0.25% to 0.50%. Fees are negotiable.
Fee Estimator
Location
17250 Dallas Parkway, Dallas, TX, 75248
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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
Earl serves as an adjunct professor at Southern Methodist University and is a licensed insurance agent for various providers. He spends minimal time on these activities, and they are rarely conducted during market trading hours.
Employment History
Current Registrations
7th Harvest Investments
Previous Registrations
Charles Schwab & CO., INC.
State Registrations1 state
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.
Exams
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