Jeffery Erber is a CFA-designated registered investment advisor at Grey Owl Capital Management, LLC, based in Arlington, VA, with 20 years of industry experience. Jeffery operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 36 clients with $40M 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 $1.0M | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.80% |
Fees are individually negotiated and can be reduced from the maximum at Grey Owl’s discretion based on the nature and complexity of the relationship.
Fee Estimator
Location
4250 Fairfax Drive, Suite 600, Arlington, VA, 22203
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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 →Other Business Activities
Jeffery is involved with Cheesetique, a retail food provider. This activity is not investment-related.
Employment History
Current Registrations
Grey Owl Capital Management, LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
State Registrations2 states
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