Theodora Jamison is a CFA-designated registered investment advisor at Change Global Investment, LLC, based in New York, NY, with 15 years of industry experience. Theodora 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 3 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Separately Managed Accounts are typically charged a 1.0% annual rate. Private investment funds range from 0.95% to 1.35% annually depending on the specific fund.
Fee Estimator
Location
1345 Avenue of the Americas, 2nd Floor, New York, NY, 10105
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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
Change Global Investment, LLC
Previous Registrations
Nicholas-Applegate Capital Management 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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