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Labrecque, Jackson, Price, & Roehl, Inc. (Troy)


Labrecque, Jackson, Price, & Roehl, Inc. is a large advisory firm based in Troy. It manages $207.65 million of regulatory assets for 1,454 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Florida, Michigan, and Ohio.

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Labrecque, Jackson, Price, & Roehl provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It prepares financial plans for approximately 1,000 clients. On top of advisory services, the firm doesn't engage in other business activities.

Labrecque, Jackson, Price, & Roehl: assets under management

The assets under management (AUM) of Labrecque, Jackson, Price, & Roehl, Inc. is $207.65 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 26% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $207.65 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $142.81 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Labrecque, Jackson, Price, & Roehl, Inc. for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Troy

The principal office where Labrecque, Jackson, Price, & Roehl, Inc. performs its advisory services is located at 4555 Investment Drive, Troy, MI 48098, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 248-641-7400 or by fax 248-641-7405. The normal business hours are 8:30am - 5:00pm on Monday - Friday. You can find more information about the New York firm at www.ljpr.com.


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