Jeffrey Starr is a registered investment advisor at Stansberry Asset Management, LLC, based in Clifton Park, NY, with 9 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 947 clients with $1B 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 | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5.0M - $25.0M | 1.00% |
| $25M+ | 0.75% |
Fee schedule for all strategies except Treasury. Treasury strategy fees: First $1M: 0.50%, Amounts over $1M: 0.25%. Fees may be negotiable.
Fee Estimator
Location
7 Southside Drive, Suite 202, Clifton Park, NY, 12065
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 is a notary public since 2017. He also brokers non-registered insurance products, but dedicates minimal time to this activity.
Employment History
Current Registrations
Stansberry Asset Management, LLC
Previous Registrations
Nylife Securities LLCBroker
Citizens Securities, INC.
Citizens Securities, INC.Broker
Santander Securities LLCBroker
Citizens Securities, INC.Broker
State Registrations3 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.