Joseph Jekyll Advisers LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Occupation focus
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
Athens GA
Advisors at this office
1
Most active in
Georgia
Also doing business as
Joseph Jekyll Advisers LLC · Joseph Jekyll Advisers, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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