Jeffrey Monfette is a registered investment advisor at Consolidated Portfolio Review CORP, based in Waltham, MA, with 6 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. Their firm serves 4,821 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Consolidated Portfolio Review (CPR) offers investment management through its Managed Account Program and VFG Tactical Model Portfolios. Fees are based on the amount of your portfolio and can be structured as a flat annual fee, flat percentage, threshold billing, or tiered billing. The specific fee structure will be outlined in your Investment Advisory Agreement.
Here are the maximum annual advisory fees CPR permits:
Threshold Billing *When your account balance meets the next threshold level, the fee reflected is charged on the entire account balance
- $0 - $249,999: 2.75%
- $250,000 - $499,999: 2.65%
- $500,000 - $999,999: 2.50%
- $1,000,000 & Up: 2.40%
Tiered Billing *Each tier is calculated independently and is not based on entire account balance
- $0 - $100,000: 2.50%
- $100,001 - $250,000: 2.25%
- $250,001 - $500,000: 2.00%
- $500,001 - $1,000,000: 1.75%
- $1,000,001 - $2,000,000: 1.50%
- $2,000,001 - $5,000,000: 1.25%
- $5,000,001 - $10,000,000: 1.00%
- $10,000,001 & Up: 0.75%
The minimum annual management fee is $90.00.
Location
75 Third Avenue, Waltham, MA, 02451
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeffrey is a Retirement Specialist at The Visper Group, LLC, focusing on retirement and estate planning, dedicating full-time hours. He also works as an attorney at Sharry & Monfette, LLP, spending about 10-20% of his time there.
Employment History
Current Registrations
Consolidated Portfolio Review CORP
Previous Registrations
The Patriot Financial Group, LLC
State Registrations2 states
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