Julia Bussie is a registered investment advisor at Jsb Capital Management, LLC, based in Del Mar, CA, with 13 years of industry experience. Julia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 60 clients with $10M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.00% |
| $5M+ | 0.85% |
Fees are negotiable based upon the size and complexity of each client account. Certain long-standing clients may have lower fee arrangements.
Fee Estimator
Location
1442 Camino Del Mar, Suite 214, Del Mar, CA, 92014
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Jsb Capital Management, LLC
State Registrations2 states
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