Jeffrey Ivy is a CFP-designated registered investment advisor at Vestis Advisors, LLC, based in Houston, TX, with 20 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 17 clients with $9.6M 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 | 2.50% |
| $500K - $2.0M | 2.00% |
| $2M+ | 1.00% |
Fees may be negotiable at the sole discretion of Vestis Advisors. Certain Clients may also be offered a fixed dollar fee arrangement.
Fee Estimator
Location
11111 Katy Freeway, Suite 910, Houston, TX, 77079
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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
Vestis Advisors, LLC
Previous Registrations
Multi-Financial Securities Corporation
Morgan Stanley & CO. Incorporated
Wachovia Securities, LLC
A. G. Edwards & Sons, INC.
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.