Jeffrey Fritts
Jeffrey Fritts is a registered investment advisor at Service Academy Capital Management LLC, based in Dallas, TX, with 4 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 60 clients with $730M 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 $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10.0M - $25.0M | 0.75% |
| $25.0M - $100.0M | 0.65% |
| $100.0M - $250.0M | 0.50% |
| $250M+ | 0.50% |
Amount over $250,000,000 is negotiable.
Fee Estimator
Location
3838 Oak Lawn Ave, Suite 1000, Dallas, TX, 75219
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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 a Senior Vice President at Marsh & McLennan Companies, an insurance brokerage and consulting firm, dedicating nearly full-time hours. He is also the CEO of Senior Planning & Eldercare Services, Inc., spending a few hours per week on financial performance, planning, and management.
Employment History
Current Registrations
Service Academy Capital Management LLC
Amplified Alpha
State Registrations2 states
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