Jeffrey Liguori is a registered investment advisor at Bradley Foster & Sargent INC, based in Westerly, RI, with 11 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 1,944 clients with $9.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees, including minimum annual fees, are negotiable for individually managed accounts.
Fee Estimator
Location
90 Beach Street, Westerly, RI, 02891
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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 Activities
Jeffrey is a managing member of Merchants Village, LLC and 90 Beach LLC, both real estate businesses. He also serves as a board member and chief volunteer officer for Ocean Community YMCA, a charitable organization, dedicating minimal time to each activity.
Employment History
Current Registrations
Bradley Foster & Sargent INC
Napatree Capital LLC
Previous Registrations
People's Securities, INC.
State Registrations7 states
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