Jeffrey Wright is a registered investment advisor at Fish Creek Value Management, LLC, based in Leeds, AL, with 7 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. Their firm serves 48 clients with $11M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fish Creek Value Management offers investment management services with fees based on the amount of your portfolio.
- For discretionary accounts, the annual fee is 2% of the portfolio, paid quarterly.
- For non-discretionary accounts, the annual fee will not exceed 1.25% of the portfolio, paid quarterly.
- For qualified clients, a performance-based fee model is available, calculated annually at 20% with a high water mark, paid in arrears. No fees are owed unless the account increases in value.
Location
Leeds, AL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Jeffrey is involved with Summit Side Properties, LLC, a family-owned business that buys and sells raw land, since an unspecified date. He reviews land purchases and approves pricing, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Fish Creek Value Management, LLC
State Registrations2 states
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