Jeffrey Ivory is a CFP-designated registered investment advisor at Gainplan 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 Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 495 clients with $460M 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 $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Standard schedule is for Comprehensive Portfolio Management. Asset Management charges a maximum fee of 2.00%. Gainplan reserves the right to charge up to 2.00% for clients with substantial planning needs. Fees are negotiable.
Fee Estimator
Location
800 W. Long Lake Road, Suite 100, Bloomfield Hills, MI, 48302
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Jeffrey sells non-variable insurance products, including life insurance, long-term care insurance, health insurance, and fixed annuities, dedicating about 10-20% of his time to this. He also teaches financial classes, spending minimal time on this activity.
Employment History
Current Registrations
Gainplan LLC
Previous Registrations
LPL Financial 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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