Jeffrey Sickler
Jeffrey Sickler is a registered investment advisor at Odiorne Point Asset Management, LLC, based in Portsmouth, NH, with 29 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 200 clients with $52M 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 $250K | 1.25% |
| $250K - $1.0M | 1.15% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4M+ | 0.60% |
Fees are generally negotiable.
Fee Estimator
Location
155 Fleet Street, Portsmouth, NH, 03801
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2009Other Business ActivitiesSells Insurance
Jeffrey is a producer for Athene and Nationwide Life and Annuity Insurance Company, selling index annuities and other insurance products since 2023. He dedicates minimal time to these activities.
Employment History
Current Registrations
Odiorne Point Asset Management, LLC
Previous Registrations
Estate Planners of New England, LLC
Santander Securities
Santander Securities LLCBroker
LPL Financial LLCBroker
LPL Financial LLC
Ifmg Securities, INC.
Ifmg Securities, INC.Broker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
State Registrations1 state
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.