JM
JM

Jeremy Joseph Modell

20 Years of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
882 clients
Average Client Portfolio
$7.7M average
Assets Under Management
$6.8B

Fee Structure

Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $3.0M1.00%
$3.0M - $5.0M0.75%
$5M+0.50%

Fees are negotiable and may vary based on several factors.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

91 West Long Lake Road, Bloomfield Hills, MI, 48304

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Jeremy is a manager of multiple LLCs: Clarkston Capital Partners (an investment adviser), Modell Capital LLC (a holding company), and Clarkston 91 West, LLC (a real estate holding company). He dedicates minimal time to each of these activities.

Employment History
Current Registrations
Clarkston Capital Partners, LLC
November 2011 - Present · 14 yrs 3 mos
Previous Registrations
Alps Distributors, INC.Broker
October 2015 - December 2018 · 3 yrs 2 mos
R H Bluestein & CO
October 2010 - September 2011 · 11 mos
Salomon Smith Barney INC.Broker
May 1996 - June 2001 · 5 yrs 1 mo
State Registrations3 states
AZMITX
Advisor
Exams
No exam information available for this advisor.