Jeff Flohr
Jeff Flohr is a registered investment advisor at Flohr Asset Management, LLC, based in Seabeck, WA, with 28 years of industry experience. Jeff operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Real Estate Investing. Their firm serves 3 clients with $27M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Flohr Asset Management manages pooled investment vehicles (PIVs). There are no direct management fees charged to investors. Instead, the firm receives a portion of the profits from the investments, after a preferred return is paid to investors. The percentage of profits varies depending on the specific fund, ranging from 10% to 20%. These fees are deducted from distributions.
Location
Seabeck, WA
Get directionsHistory
Regulatory History (3)
Customer Dispute
September 2010Employment Separation After Allegations
November 2009Customer Dispute
July 2003Other Business Activities
Jeff is a board member of LensVector, dedicating minimal time per week. He is also the managing member of Flohr Consulting Group, LLC, a non-investment related consulting business, taking about half of Jeff's time.
Employment History
Current Registrations
Flohr Asset Management, LLC
Previous Registrations
Fortiphi Financial, LLC
Lakeside Capital Management LLC
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.