Jeffery Mccormick is a registered investment advisor at Zephyr Advisers, based in Middleville, MI, with 12 years of industry experience. Jeffery operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Investment Management, Retirement Planning. Their firm serves 67 clients with $5.3M 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 $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $3.0M | 1.25% |
| $3.0M - $4.0M | 1.00% |
| $4M+ | 0.75% |
Fees may be negotiable.
Fee Estimator
Location
Middleville, MI
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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 owns JEM Nursery and is involved in property management. This activity is not investment-related and takes a few hours per week.
Employment History
Current Registrations
Zephyr Advisers
Previous Registrations
Beck Bode LLC
Cetera Financial Specialists LLCBroker
Cetera Investment Advisers LLC
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.