JM
CFP
JM
CFP
Jody Medford is a CFP-designated registered investment advisor at Lineguard Investments, LLC, based in Troy, MI, with 15 years of industry experience. Jody operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 54 clients with $42M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
54 clients
Average Client Portfolio
$785K average
Assets Under Management
$42.4M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.75% |
LineGuard may negotiate to charge a lesser management fee based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
101 W. Big Beaver Road, Suite 1400, Troy, MI, 48084
Get directionsHistory
Regulatory History (1)
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Customer Dispute
July 2008Denied
Employment History
Current Registrations
Lineguard Investments, LLC
May 2011 - Present · 15 yrs
Previous Registrations
Tactical Allocation Group, LLC
March 2010 - June 2011 · 1 yr 3 mos
State Registrations1 state
MI
Advisor
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.
Exams
No exam information available for this advisor.