Jeff Cheek
Jeff Cheek is a registered investment advisor at Palatine Hill Wealth Management, based in Ann Arbor, MI, with 15 years of industry experience. Jeff operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 288 clients with $300M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Maximum investment advisory fee is 1.00%, but a lower advisory fee may be negotiated. Fees may vary based on the size of the account, complexity of the portfolio, extent of activity in the account, or other reasons agreed upon by Palatine Hill and the client. Employees and their family related accounts are charged a reduced fee.
Fee Estimator
Location
229 Depot Street, Ann Arbor, MI, 48104
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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 ActivitiesSells Insurance
Jeff is a co-owner and insurance agent at Aventine Hill, LLC, selling life, health, and long-term disability products, dedicating about 10-20% of his time. He also has ownership stakes in several LLCs related to real estate, cryptocurrency mining, and investment bookkeeping, spending minimal time on each.
Employment History
Current Registrations
Palatine Hill Wealth Management
Previous Registrations
Advisory Services Network
Stratos Wealth Advisors LLC
Telemus Capital, LLC
Beacon Asset Management, LLC
Telemus Investment Management, LLC
Stillwater Asset Management
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.