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Jeffry Campeau

9 Years of Experience
Bingham Farms, MI

Jeffry Campeau is a registered investment advisor at Msp Investment Advisors, LLC, based in Bingham Farms, MI, with 9 years of industry experience. Jeffry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 9 clients.

Compensation
N/A
Firm Size
2 advisors
Number of Clients
9 clients
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)

MSP Investment Advisors does not charge clients for investment management services. Instead, MSP receives a portion of the investment advisory management fees that clients pay to the independent registered investment advisors they are referred to. This compensation is typically up to 25% of the total investment advisory management fees collected by the independent advisors. Clients can instruct the independent advisors to stop paying MSP's referral fees at any time without affecting their advisory relationship or the fees charged by the independent advisors.

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Location

30800 Telegraph Road, Suite 2800, Bingham Farms, MI, 48025

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Jeffry is a member/partner at Melllen, Smith & Pivoz, PLC, a CPA firm, since 1989. He works full-time at this non-investment related business.

Employment History
Current Registrations
Msp Investment Advisors, LLC
December 2019 - Present · 6 yrs 5 mos
Previous Registrations
Msp Investment Advisors, LLC
August 2012 - December 2015 · 3 yrs 4 mos
State Registrations1 state
MI
Advisor

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
No exam information available for this advisor.