Advisor at Compound Family Offices, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Compound Family Offices, LLC
Location
Sarasota, FL 34237
Credentials
CFA®, Series 65
Industry experience
9 years
Jeffrey Devine is a CFA® charterholder with nine years of experience in financial advisory. He has been with Compound Family Offices, LLC since 2020 and previously worked at Suntrust Advisory Services, Inc., Genspring SunTrust Private Wealth, and GenSpring Family Offices, LLC. Outside of his advisory role, he engages in restaurant service reviews as an independent contractor, a hobby unrelated to investments. Compound Family Offices provides tailored family office services primarily to ultra-high net worth families and related entities, focusing on discretionary portfolio management with customized asset allocation and consolidated reporting across managed and non-managed assets.
Based on Compound Family Offices, LLC
$0 - $10,000,000: 1.00% $10,000,001 - $20,000,000: 0.85% $20,000,001 - $30,000,000: 0.70% $30,000,001 - $80,000,000: 0.50% $80,000,001+: 0.25%
Account minimum: $10,000,000 Fee-only: Annual asset-based fee charged on a blended tier schedule as detailed in fee_tiers.
2033 Main Street, Suite 202
Sarasota, FL 34237
Florida
Compound Family Offices, LLC
2020 - Present (6 years)
Suntrust Advisory Services, Inc.
2019 - 2020 (1 year)
Genspring SunTrust Private Wealth
2018 - 2019 (1 year)
GenSpring Family Offices, LLC
2014 - 2018 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Sarasota, FL
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Series 63, Series 65
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Charitable Foundation Services LLC
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