EJ
EJ
Elizabeth Jones
26 Years of Experience
Red Hook, NY
1 Disclosure
Elizabeth Jones is a registered investment advisor at Third Eye Associates, LTD, based in Red Hook, NY, with 26 years of industry experience. Elizabeth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 213 clients.
Compensation
Fixed/Hourly
Firm Size
3 advisors
Number of Clients
213 clients
Average Client Portfolio
Not specified
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.20% |
| $250K - $500K | 1.05% |
| $500K - $1.0M | 0.85% |
| $1.0M - $2.0M | 0.65% |
| $2M+ | 0.50% |
Fees are negotiable. Total fee (TEA's fee + Third-party Manager's fee) will not exceed 2%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Red Hook, NY
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Regulatory History (1)
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Regulatory
April 2012Final
Employment History
Current Registrations
Third Eye Associates, LTD
December 2011 - Present · 14 yrs 5 mos
Previous Registrations
Third Eye Associates, LTD
June 2009 - June 2009 · 0 mos
Commonwealth Financial Network
January 2007 - December 2011 · 4 yrs 11 mos
Commonwealth Financial NetworkBroker
August 2005 - December 2011 · 6 yrs 4 mos
Walnut Street Securities, INC.Broker
August 2003 - August 2005 · 2 yrs
Nathan & Lewis Securities, INC.Broker
January 2002 - August 2003 · 1 yr 7 mos
Nathan & Lewis Securities, INC.
January 2002 - July 2003 · 1 yr 6 mos
Christopher Street Financial, INC.Broker
April 1999 - December 2001 · 2 yrs 8 mos
State Registrations11 states
CACTDCFLLANCNJNYPATXVA
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.