Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
6 advisors
Number of Clients
16 clients
Average Client Portfolio
$252.7M average
Assets Under Management
$4.0B

Fee Structure

Minimum Investment:$5M
Financial Planning:Investment management only

Management fees for funds are typically 1.5% per annum of an investor’s capital account, accruing and payable monthly in arrears. Incentive fees are typically 20% of net new income, paid at the end of the calendar year or upon redemption. SMA fees may be similar or alternate fee structures may be agreed upon. SMA clients are directly invoiced, typically quarterly. The firm may vary or waive fees at its discretion.

Areas of Practice
Investment Management
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Advisor Information

Office location

520 Madison Avenue, New York, NY, 10022-4213

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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
Leucadia Asset Management LLC
September 2019 - Present · 6 yrs 4 mos
Jefferies LLCBroker
August 2019 - Present · 6 yrs 5 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Chelsea Ann Taylor - Financial Advisor | AdvisorDiscover