Jeremy Modell
Jeremy Modell is a registered investment advisor at Modell Capital Management LLC, based in Bloomfield Hills, MI, with 20 years of industry experience. Jeremy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 394 clients with $1.9B 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 $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Legacy clients may be charged under a different fee schedule. Fees may be waived or negotiated.
Fee Estimator
Location
91 W. Long Lake Road, Bloomfield Hills, MI, 48304
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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
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
Modell Capital Management LLC
Previous Registrations
Alps Distributors, INC.Broker
Clarkston Capital Partners, LLC
R H Bluestein & CO
Salomon Smith Barney INC.Broker
State Registrations2 states
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