Jefferies Investment Advisers LLC
Assets Under Management
$3.4B
Number of Clients
2,081
Number of Advisors
103
Average Client AUM
$1.6M
AUM per Advisor
$33.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
JIA offers five advisory account types: JIA Discretionary, JIA Nondiscretionary, Separately Managed Account (SMA), Unified Managed Account (UMA), and Fund Strategist Portfolios. Clients work with a JIA Representative to determine the appropriate account type based on their financial situation, investment experience, and risk tolerance.
Fee Structure
JIA does not maintain a standard fee schedule for Accounts described in this Brochure. The Account Fee is negotiated with each Client and is generally calculated by applying an annual Account Fee set forth in the fee schedule. The Account Fee will equal either a flat fee or (on an annualized basis) the percentage as set forth in the Fee Schedule of the fair market value of Account Assets. The Account Fee includes consulting, administrative and advisory services, trade execution (except as described), custody (except as described), and reporting services.
Areas of Practice
Location
520 Madison Avenue, New York, NY, 10022