Jennifer Desiree Marcelle-James
Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2.0M - $5.0M | 1.35% |
| $5.0M - $10.0M | 1.10% |
| $10.0M - $20.0M | 1.00% |
| $20M+ | 0.85% |
Discretionary Management Fee Schedule
Fee Estimator
EFG charges a quarterly fee based on the average value of assets under management. The fee is calculated on a 360-day year. Fees are negotiable and can vary. Clients may incur additional charges from custodians, brokers, and third-party investment advisers. The firm is reviewing potential discrepancies in fee calculations and crediting overcharged accounts. Consolidated Reporting is provided at a fixed fee, which may be rebated, adjusted, or waived at EFG's discretion.
Areas of Practice
Advisor Information
Office location
701 Brickell Avenue, Suite 1310, Miami, FL, 33131
Get directionsRegulatory History
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.
Learn about disclosures →Other Business Activities
Jennifer is the Deputy Chairman of the Board of Directors for her spouse's holding company, JCE Holdings LTD, which owns residential and commercial properties. She also serves as a notary public in Florida, volunteers in finance at her church, and has a passive position in a family business. These activities require minimal time commitment and are not investment-related.