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Labrecque Jackson Price & Roehl LLC (Troy)


Labrecque Jackson Price & Roehl LLC is a large advisory firm based in Troy. It manages $264.15 million of regulatory assets for 1,591 client accounts. It has been registered with the SEC as an adviser since 2001 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, portfolio management for businesses and institutional clients, and market timing services. 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 LLC is $264.15 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 65% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $264.15 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $166.02 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Labrecque Jackson Price & Roehl LLC 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 LLC 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-llc.com.


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