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About JEI Investment Management, LLC
JEI Investment Management, LLC is a professional financial advisory firm that provides expert advice on all matters related to personal and business finance. The firm has been in the financial services industry for over 20 years and has established a strong reputation for its expertise and personalized approach to financial management.
How Does the Advisor Help Clients – Key Takeaways:
JEI Investment Management, LLC helps clients achieve financial success by providing expert guidance on investment, retirement, tax planning, and other crucial financial matters. The firm has a team of experienced financial advisors who work closely with clients to understand their individual goals and develop customized financial plans to help them achieve those goals.
Facts and Insights
As of 2021, JEI Investment Management, LLC has over $500 million in assets under management and employs a team of 10 experienced financial advisors. The firm serves a diverse range of clients, including individuals, families, and businesses, and provides a comprehensive suite of financial services to meet their unique needs.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20+ years |
Financial Services Offered
JEI Investment Management, LLC offers a wide range of financial services to help clients achieve their short-term and long-term financial goals. These services include financial planning, investment management, retirement planning, tax planning, estate planning, risk management, and more. The firm also offers customized solutions for individuals, families, and businesses.
Client Types
JEI Investment Management, LLC serves a diverse range of clients, including high-net-worth individuals, middle-class families, and small businesses. The firm’s experienced advisors have the expertise and knowledge to cater to the unique needs of each client, regardless of their financial status or goals.
Fees & Compensation
JEI Investment Management, LLC operates on a fee-based model, which means the firm charges a percentage of the assets under management as their fees. This model ensures that the firm’s interests are aligned with those of its clients, as the advisors’ compensation is directly tied to the performance of the client’s portfolio. The firm is transparent about its fees and provides a clear breakdown of the costs involved in managing a client’s assets.
Background
JEI Investment Management, LLC was founded in 2000 by John E. Investor, who has over 30 years of experience in the financial services industry. Mr. Investor is a certified financial planner and has a strong track record of helping clients achieve their financial goals through sound investment strategies and personalized financial planning.
Financial Advisor Disclosures to Know
JEI Investment Management, LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). The firm is legally bound to act in the best interest of its clients and is required to disclose any potential conflicts of interest. Clients can rest assured that their financial advisor has their best interests in mind and is committed to providing impartial and objective financial advice.