Leslie Jaco is a registered investment advisor at Sycamore Financial Advisors, INC., based in Jackson, TN, with 20 years of industry experience. Leslie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 195 clients with $100M 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 $2.0M | 1.25% |
| $2.0M - $4.0M | 1.00% |
| $4.0M - $6.0M | 0.75% |
| $6M+ | 0.75% |
Rates reflect the Strategic Asset Management approach. The firm also offers alternative schedules such as Strategic Investment Management (1.65% down to 1.00%) and Personalized Asset Allocation Strategies (1.65%). Fees for amounts above breakpoints are negotiable.
Fee Estimator
Location
51 B Murray Guard Dr, Jackson, TN, 38305
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Sycamore Financial Advisors, INC.
Previous Registrations
Investment Professionals, INC.
Wachovia Securities, LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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