Jeffrey Bernson is a registered investment advisor at Jhb Capital Management LLC, based in Sandy, UT. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 1 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable based upon the type of client, the complexity of the client's situation, and the relationship of the client with the investment advisor representative.
Fee Estimator
Location
9561 S 700 E, Suite 202, Sandy, UT, 84070
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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
Jhb Capital Management LLC
State Registrations1 state
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