Fees are based on a percentage of assets under management, hourly charges, or fixed fees, depending on the service. The firm can reduce its investment management fee based on factors like anticipated future earnings or the amount of assets managed. Clients may also pay fees charged by mutual funds, REITs, ETFs, and other collective investment vehicles. GPA advisors can receive compensation for services provided in correlation with the advisory services herein, as well as commissions for insurance transactions and group annuities.
200 W. Jackson Blvd. #1000, Chicago, IL, 60606
Get directionsJeffrey is the Founder/CEO of Main Street Alternatives, a DBA for Tortuga Holdings LLC, where he operates his private investment and advisory practice, dedicating full-time hours to it. He is also a master at ERAC Lodge #154, Free & Accepted Masons, spending a few hours per week on executive management and public service.