JS
CFA

Jeffrey Edward Shiffra

24 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
12 advisors
Number of Clients
882 clients
Average Client Portfolio
$7.7M average
Assets Under Management
$6.8B

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $3.0M1.00%
$3.0M - $5.0M0.75%
$5M+0.50%

Fees are negotiable and may vary based on several factors.

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

Clarkston Private Client charges an asset-based fee for advisory services, with rates varying based on client type, account size, and other factors. The standard fee schedule is 1.00% on the first $3 million of assets, 0.75% on the next $2 million, and 0.50% on assets above $5 million. Fees do not include custodial, brokerage, or other third-party fees. Fees may be negotiable. If a portion of a client's account is invested in a Clarkston Fund, the standard fee schedule will not apply to those assets; rather Clarkston will receive advisory fees from the Clarkston Funds directly.

Areas of Practice
Investment Management
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Advisor Information

Office location

303 East Third St, Suite 110, Rochester, MI, 48307

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Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Clarkston Capital Partners, LLC
January 2021 - Present · 5 yrs
Previous Registrations
Ironwood Investment Counsel, LLC
March 2001 - December 2020 · 19 yrs 9 mos
State Registrations3 states
AZMITX
Advisor
Exams
No exam information available for this advisor.