Joseph Jekyll Advisers LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$10,229,232
Total clients
11
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
11
Average account size
$929,930
About
The firm provides investment management, financial planning, advisory consultations, business consulting, trust management, and estate administration, and it also publishes financial periodicals and newsletters. Its clients include individuals, high‑net‑worth clients, businesses, trusts, and charitable organizations.
The firm’s investment process is grounded in fundamental analysis and a comprehensive balance‑sheet review that incorporates monetary policy and tax considerations when appropriate. It typically emphasizes long‑term buy‑and‑hold strategies while employing selective short‑term or moderate trading and may use equities, ETFs, mutual funds, fixed income, derivatives (including commodity and foreign‑currency exposures), and alternative investments to meet client objectives.
What distinguishes the firm from many peers is its paid subscription model for financial publications and newsletters and its use of performance‑based fee arrangements for qualified or institutional clients—both relatively uncommon among independent advisers. The firm also offers family‑office and business‑consulting style services (such as property management, document management, and trust administration), works with charitable organization clients, and is led by a principal with a CFA charter who is active in lecturing and in a private charitable foundation that the firm serves.
Client services
Financial planning
Portfolio management
Newsletters or periodicals
Advisory or business consultations
Expertise
Wealth management
Passive / index investing
Active portfolio management
Equity compensation tax strategy
Occupation focus
Founder/Business Owner
Retired
Fee options
Flat fees available for financial planning services (negotiable)
$0+: 1% annually (Discretionary Investment Management) $0+: 0.5% to 1% annually (Non-Discretionary Investment Management, negotiable)
$150 per hour for investment management (alternative to AUM fees), financial planning, advisory consultations, business consulting
0.5% of AUM plus 10% of profits for qualified clients (institutional investors) under performance-based discretionary investment management
Fee-only: Investment management fees (percentage of AUM), advisory consultation fees, financial planning fees, business consulting fees, financial publication subscription fees
Main office location
Joseph Jekyll Advisers LLC
Athens GA, United States
Number of offices
1
Most active in
Joseph Jekyll Advisers LLC has reported serving >5 clients in these states in the last 12 months.
Georgia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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