Jeffrey Savelle
Jeffrey Savelle is a registered investment advisor at Fairport Advisors, INC., based in Cheshire, CT, with 44 years of industry experience. Their practice areas include Business Owners, Investment Management. Their firm serves 62 clients with $55M 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 $500K | 2.00% |
| $500K - $2.0M | 1.70% |
| $2.0M - $5.0M | 1.20% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 1.00% |
Fee is negotiable for $10,000,000 Plus
Fee Estimator
Location
Cheshire, CT
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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 the president of Farmington Benefit Consultants, Inc., an insurance brokerage, where he sells life insurance and group insurance, dedicating about half of his time. He also works as a health insurance sales representative and an advisor at Fairport Advisors, Inc., spending about 10-20% of his time on the latter.
Employment History
Current Registrations
Fairport Advisors, INC.
Fairport Capital, INC.
Fairport Capital, INC.Broker
Previous Registrations
Temenos Advisory, INC.
Temenos Advisory, INC.
Temenos Advisory, INC.
MML Investors Services, INC.
MML Investors Services, INC.Broker
New England SecuritiesBroker
State Registrations2 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.