Joseph Jekyll Advisers LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$9,969,514
Clients
11
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
11
LowAverage account size
$906,319
About
Joseph Jekyll Advisers is a small independent advisory firm that serves individuals (including high‑net‑worth clients), family offices, businesses and charitable organizations. It provides discretionary portfolio management, financial planning, advisory consultations, business consulting, trust and estate administration, and issues financial periodicals and newsletters.
The firm’s investment process emphasizes fundamental analysis and a comprehensive balance‑sheet view when constructing portfolios, typically favoring long‑term buy‑and‑hold strategies while allowing for short‑term trading and the selective use of derivatives, commodities, and foreign‑currency‑linked instruments. Recommendations are tailored to clients’ stated goals and risk tolerances and routinely incorporate tax‑efficiency considerations for wealthier clients.
What sets this firm apart from many peers is its combination of published subscription content and newsletters with advisory services, and its willingness to use performance‑based fee arrangements for qualified clients—both of which are uncommon among independent advisers. The firm also offers business‑consulting and trust management services alongside investment management and operates as a solo practice led by a principal with decades of industry experience and a CFA charter.
Client services
Financial planning
Portfolio management
Newsletters or periodicals
Advisory or business consultations
Expertise
Income planning
Wealth management
Tax-loss harvesting
Occupation focus
Founder/Business Owner
Retired
Fee options
Flat rates available for financial planning services (negotiable)
$150 per hour for investment management (alternative to 1% AUM fee), financial planning, advisory consultations, and business consulting
For qualified clients/institutional investors only: 0.5% of AUM plus 10% of profits
Financial publication subscription fees range from $900 to $1,200 per year
Fee-only: Investment management fees at 1% annually or negotiable rates for non-discretionary management; advisory consultation fees $1,200 to $2,400 per year or $150/hour; financial publication subscription fees $900 to $1,200 per year; financial planning fees $150/hour with negotiable flat rates; business consulting fees $150/hour
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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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.
-
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.
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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
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