Jeffrey Engelberg is a CFA-designated registered investment advisor at Additive Advisory Pbc, based in Memphis, TN, with 9 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. Their firm serves 2 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Additive Advisory PBC manages a private fund and separately managed accounts.
For the private fund, Additive receives a management fee paid semi-annually. The fee is a percentage of each investor's capital account balance: 0.25% for founders class interests, 0.5% for class A interests, and 0.625% for class B interests.
For separately managed accounts, there is a combination of a quarterly fee and a fee based on the value of your portfolio.
Location
5100 Poplar Avenue, Suite 3100, Memphis, TN, 38137
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeffrey is a partner in Hard Solutions, LLC, a tech startup focused on coding and programming services for government entities since April 2016. He spends minimal time on this activity.
Employment History
Current Registrations
Additive Advisory Pbc
State Registrations1 state
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