JB
JB

Joffrey Bremond

1 Year of Experience
Shrewsbury, MA

Joffrey Bremond is a registered investment advisor at Cigale Financial Services LLC, based in Shrewsbury, MA, with 1 years of industry experience. Joffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Insurance Planning, and 3 more.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K1.25%
$100K - $250K1.00%
$250K - $500K0.75%
$500K+0.50%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Shrewsbury, MA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Joffrey works as a Controller at Middlesex School, overseeing the accounting team and managing accounting systems, policies, and operations. This non-investment related activity takes about a quarter of his time.

Employment History
Current Registrations
Cigale Financial Services LLC
March 2025 - Present · 1 yr 2 mos
State Registrations1 state
MA
Advisor

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.

Exams
No exam information available for this advisor.