Broc Kreitz
Broc Kreitz is a CFP-designated registered investment advisor at Silverleafe Capital Partners, LLC, based in Germantown, TN, with 27 years of industry experience. Broc operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, High Net Worth, and 3 more. Their firm serves 179 clients with $440M 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 $10.0M | 1.00% |
| $10.0M - $30.0M | 0.80% |
| $30.0M - $50.0M | 0.60% |
| $50M+ | 0.60% |
Fees may be negotiable on a case-by-case basis based on the aggregate size of the client relationship. Silverleafe Capital Partners, LLC also offers certain “Qualified Clients” a flat .50% or .75% base asset management fee plus an additional performance fee of 10% of the cumulative net profit to the account.
Fee Estimator
Location
6815 Poplar Avenue, Suite 205, Germantown, TN, 38138
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2010Employment History
Current Registrations
Silverleafe Capital Partners, LLC
Previous Registrations
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith 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.