Jeffrey Brockelsby is a registered investment advisor at Brockelsby Investment Services, based in Irmo, SC, with 17 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, Retirement Planning. Their firm serves 7 clients with $6.6M 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 | 0.80% |
Fee Estimator
Location
Irmo, SC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeffrey is the corporate treasurer for Black Hills Reptile Gardens, Inc., a tourist attraction, since 1991. This takes about half of his time and includes managing the corporate investment portfolio, the employee 401(k) portfolio, advising the CEO on budgeting and financial issues, and serving on the board of directors.
Employment History
Current Registrations
Brockelsby Investment Services
State Registrations1 state
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