Jeffrey Petherick
Jeffrey Petherick is a CFA-designated registered investment advisor at Integrated Investment Consultants, LLC, based in Bloomfield Hills, MI, with 17 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Estate Planning, High Net Worth, and 2 more. Their firm serves 285 clients with $1.1B 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 $5.0M | 1.00% |
| $5.0M - $15.0M | 0.50% |
| $15.0M - $40.0M | 0.35% |
| $40M+ | 0.35% |
Fees may be negotiated or charged as a fixed fee based on anticipated future assets, account composition, and other factors.
Fee Estimator
Location
40950 Woodward Ave., Suite 350, Bloomfield Hills, MI, 48304
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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
Integrated Investment Consultants, LLC
Previous Registrations
Northpointe Capital LLC
Northpointe Capital LLC
Northpointe Capital LLC
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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