Jeffrey Alan Reid

CFP

Townsquare Capital, LLC

21 Years of Experience

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Firm Information

Townsquare Capital, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

13 advisors

Number of Clients

84 clients

Average Client Portfolio

$178.4M average

Assets Under Management

$15.0B

Fee Structure

Financial Planning:Investment management only

Fees for sub-advisory asset management services are negotiable between TownSquare and the Primary Investment Adviser. Fees for House Accounts are negotiable but will not exceed 3% annually of assets under management. The cost of Portfolio Audit Services are included as part of the fees the Primary Investment Advisor pays to TownSquare as sub-advisor.

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Areas of Practice

Investment Management

Advisor Information

Office location

5314 River Run Drive, Suite 210, Provo, UT, 84604

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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.