Advisor at Cigale Financial Services 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
Cigale Financial Services LLC
Location
Shrewsbury, MA
Credentials
Series 65
Industry experience
1 year
Joffrey Bremond is the sole principal of Cigale Financial Services LLC and holds a Series 65 designation with one year of industry experience. Prior to founding Cigale Financial Services in 2024, he held finance-related roles at UMass Memorial Health Care Inc. and Medically Home. He also serves as Controller at Middlesex School, overseeing the accounting team and managing accounting operations. Cigale Financial Services LLC provides asset management, financial planning, and outsourced Chief Investment Officer services, with a focus on non-profit organizations. The firm employs a combination of fundamental analysis and modern portfolio theory, emphasizing long-term, passive strategies and customized account management.
Based on Cigale Financial Services LLC
Financial planning and consulting fees range from $1,000 to $6,000 based on complexity
$0 - $100,000: 1.25% $100,001 - $250,000: 1.00% $250,001 - $500,000: 0.75% $500,001+: 0.50%
$250 per hour for financial planning and consulting services
Account minimum: $100,000 for Investment management services; $0 for Financial Planning and Consulting services; $500,000 for Outsourced Chief Investment Officer Services Fee-only: Hourly: $250 per hour; Fixed fee: $1,000 - $6,000 (may vary based on complexity)
Shrewsbury, MA
Massachusetts
Middlesex School
2025 - Present (1 year)
Cigale Financial Services LLC
2024 - Present (2 years)
Middlesex School
2023 - 2025 (2 years)
Medically Home
2022 - 2023 (1 year)
UMass Memorial Health Care Inc.
2019 - 2022 (3 years)
UMass Memorial Health Care Inc.
2017 - 2019 (2 years)
UMass Memorial Health Care Inc.
2015 - 2017 (2 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.
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