Jeffrey Wardlow
Jeffrey Wardlow is a CFA-designated registered investment advisor at Deroy & Devereaux Private Investment Counsel, INC., 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 High Net Worth, Investment Management. Their firm serves 158 clients with $2.6B 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 - $10.0M | 0.75% |
| $10M+ | 0.50% |
Schedule is for All Cap Value and Balanced strategies. Smid Cap Value: 1.0% on the first $10M, 0.80% on the next $15M, 0.65% on the next $25M, negotiable thereafter. Fixed Income: 0.40% on the first $5M, 0.35% on the next $5M, 0.30% on the next $15M, 0.25% thereafter. Fees are negotiable.
Fee Estimator
Location
40705 Woodward Avenue, Suite 150, 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
Deroy & Devereaux Private Investment Counsel, INC.
Previous Registrations
Loomis, Sayles & Company, L.P.
State Registrations2 states
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