Jakob Holm is a CFA-designated registered investment advisor at Bullseye Asset Management LLC, based in Denver, CO, with 20 years of industry experience. Jakob 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 with $180M 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 | 0.60% |
Advisory fees for long-only strategies range from 0.60% to 1.0% per annum depending on account size and are negotiable. Long/short strategies charge 2% per annum plus a 20% performance-based incentive allocation of net new profits for qualified clients.
Fee Estimator
Location
8055 E Tufts Avenue, Suite 720, Denver, CO, 80237
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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
Bullseye Asset Management LLC
Previous Registrations
Bay Isle Financial LLC
State Registrations1 state
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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