Jeffrey Roberts
Jeffrey Roberts is a CFA-designated registered investment advisor at North Forty Investment Advisors LLC, based in Glen Ellyn, IL, with 25 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, High Net Worth, Investment Management, Retirement Planning. Their firm serves 39 clients with $28M 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 | 0.55% |
| $10M+ | 0.40% |
Minimum annual fee is $5,000. Portfolio management fees receive a 25% discount if the client also engages North Forty Investment Advisors LLC for Wealth Advisory Services (Level II, III, or IV). Fees are negotiable.
Fee Estimator
Location
Glen Ellyn, IL
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 2008Customer Dispute
July 2008Employment History
Current Registrations
North Forty Investment Advisors LLC
Previous Registrations
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
J. P. Morgan Securities INC.
J.P. Morgan Securities INC.Broker
Jpmorgan Securities INC
Banc One Securities CorporationBroker
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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