Jeff Deke is a CFA-designated registered investment advisor at Storgate, LLC, based in Charlotte, NC, with 5 years of industry experience. Jeff operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 7 clients with $150M 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% |
Fees for Investment Advisory Services range from 0.20% to 0.80%. Storgate reserves the right to negotiate fee arrangements with prospective and existing clients. Storgate makes exceptions to its standard fee schedule on a case-by-case basis at its discretion.
Fee Estimator
Location
Charlotte, NC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Storgate, LLC
Previous Registrations
Dfa Securities LLCBroker
Wells Fargo Securities, LLCBroker
State Registrations1 state
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