Jeffrey Farrar
Jeffrey Farrar is a CFP-designated registered investment advisor at Procyon, based in Lenoir City, TN, with 27 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 3,048 clients with $9.2B 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 $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.65% |
| $20.0M - $50.0M | 0.55% |
| $50.0M - $100.0M | 0.45% |
| $100M+ | 0.45% |
Fees are negotiable at the sole discretion of Procyon. Accounts from related clients are typically grouped together to achieve lower fee tiers. Trust fiduciary services add an additional 0.25% to the annual rate.
Fee Estimator
Location
Lenoir City, TN
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2010Other Business ActivitiesSells Insurance
Jeffrey is a FINRA arbitrator, an agent with Highland Capital GA, and a member of the investment committee for DELC, each requiring minimal time. He also participates in expert networks and is an adjunct professor teaching personal finance, dedicating a few hours per week to this role.
Employment History
Current Registrations
Procyon
Previous Registrations
Procyon Institutional Partners, LLC
Purshe Kaplan Sterling InvestmentsBroker
UBS Financial Services INC.Broker
UBS Financial Services INC.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 states
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
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