Jeffrey Mcpeek
Jeffrey Mcpeek is a registered investment advisor at Nottinghill Investment Advisers, LTD, based in Cincinnati, OH, with 18 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 77 clients with $51M 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 | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
These fees apply to the Yield Plus Equity Strategy and Yield Pure Equity Strategy. For Total Portfolio Management, the fixed income component is 0.25% of total assets. For Indexed Total Portfolio Management: 0.60% on the first $250,000, 0.50% on the next $750,000, and 0.40% on remaining assets. Fees are negotiable.
Fee Estimator
Location
Southampton Square, 7414 Jager Court, Cincinnati, OH, 45230-4344
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Nottinghill Investment Advisers, LTD
State Registrations2 states
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