Jeffrey Dye
Jeffrey Dye is a CFP-designated registered investment advisor at HUB Investment Partners, LLC, based in West Chester, PA, with 20 years of industry experience. Jeffrey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 6,127 clients with $12B 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 $100K | 1.50% |
| $100K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $7.0M | 0.75% |
| $7.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees for accounts over $10,000,000 are negotiable.
Fee Estimator
Location
228 W Gay Street, West Chester, PA, 19380
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 fixed insurance, dedicating minimal time to this activity. He is also a member of CRC Holdings Company, LLC, co-owner of Diamondback Ventures, LLC, and an employee of Legacy Planning Partners, a HUB International Company.
Employment History
Current Registrations
HUB Investment Partners, LLC
Global Retirement Partners LLC
HUB International Investment Services INC.
HUB International Investment Services INC.Broker
Previous Registrations
LPL Financial LLCBroker
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Cadaret Grant & CO INC
Cadaret, Grant & CO., INC.Broker
Calvert Investment Distributors, INC.Broker
State Registrations5 states
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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