Jeremy
Modell

Clarkston Capital Partners, LLC

CRD#2729149
Investment Advisor
in Bloomfield Hills, MI

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About this Advisor

Jeremy Modell is a financial advisor working in Bloomfield Hills, Michigan who has 12 years of industry experience. Modell is on the advisory team at Clarkston Capital Partners, LLC. Their career trajectory has included roles at Clarkston Capital Partners, LLC and Alps Distributors, Inc. Modell holds Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Michigan and Texas. Clarkston Capital Partners, LLC is a registered investment company operating out of Bloomfield Hills, MI. It has offices in two locations and a total of 37 people on staff. It has $7 billion in assets under management between its 2,025 client accounts, placing it among the largest firms in the country by assets under management. The firm serves 20 charitable organizations. Of its 2,025 customer accounts, 25% are associated with high-net-worth clients who have at least $1 million in assets. The firm provides a number of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Fees for financial management usually are based on which services the firm provides the client. However, fee types billed by Clarkston Capital Partners, LLC can include any blend of asset-based and fixed fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

12 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

91 West Long Lake Road
Bloomfield Hills, MI 48304

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Clarkston Capital Partners, LLC Brokerage Details

Total Assets Under Management

$6,523,893,100

MI Average: $943,424,332
Total Number of Employees

37

MI Average: 21
Total Number of Accounts

2,025

MI Average: 1,586
Average Account Size

$3,221,676

MI Average: $594,845

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Jeremy Modell Work History

Jeremy has been registered as a financial advisor for 12 years.*

2021 - Present (3 years)

Clarkston Capital Partners, LLC

2019 - 2021 (2 years)

Clarkston Capital Partners, LLC

2015 - 2018 (3 years)

Alps Distributors, Inc

2011 - 2019 (8 years)

Clarkston Capital Partners, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jeremy Modell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Clarkston Capital Partners, LLC

Steven Nelson
Bloomfield Hills, MI
Alexander Strek
Bloomfield Hills, MI
Matthew Rodgers
Rochester, MI
William Lee
Paradise Valley, AZ
Jeremy Modell
Bloomfield Hills, MI
Cheryl Kassab
Bloomfield Hills, MI
Salvatore Gianino
Rochester, MI
Gerald Hakala
Rochester, MI

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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