Jeffrey Sturgis is a CFP-designated registered investment advisor at Brightstone Advisors LLP, based in Fishers, IN, with 21 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, Corporate Executives, Education Planning, Estate Planning, and 5 more. Their firm serves 43 clients with $55M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees are negotiable. Accounts over $10,000,000 are negotiated. Minimum annual fee of $3,000 applies.
Fee Estimator
Location
11650 Lantern Road, Suite 210, Fishers, IN, 46038-3100
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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
Jeffrey is a 100% equity owner of Brightstone CPA's LLP, a public accounting practice, and spends about half his time there. As managing partner, his duties include supervising staff, handling administrative tasks, and maintaining client relationships.
Employment History
Current Registrations
Brightstone Advisors LLP
Previous Registrations
Forum Private Client Group LLC
LPL Financial Corporation
Sturgis Collins Financial Group LLP
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.
Exams
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