Jeffrey Nevins
Jeffrey Nevins is a CFA-designated registered investment advisor at Silvercrest Asset Management Group LLC, based in Milwaukee, WI, with 3 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 1,234 clients with $36B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Silvercrest's fees for managing individual client assets in separately managed accounts are based on the type of portfolio:
- Managed balanced portfolios: 1% on the first $10 million, 0.60% on the balance.
- Managed fixed income only portfolios: 0.40% on the first $10 million, 0.30% on the balance.
- Managed cash only portfolios: 0.20%.
- Silvercrest Municipal Value strategy: 0.65%.
Fees are negotiable for larger amounts and under special circumstances.
Location
790 N. Water Street, Suite 2250, Milwaukee, WI, 53202
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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 →Employment History
Current Registrations
Silvercrest Asset Management Group LLC
Previous Registrations
Neuberger Berman Management LLC
State Registrations1 state
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