Jakob Holm is a CFA-designated registered investment advisor at Bullseye Asset Management LLC, based in Denver, CO, with 19 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 $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Bullseye Asset Management charges a percentage of your portfolio for investment management.
For long-only strategies, the fee ranges from 0.60% to 1.0% per year, depending on the size of your account. This fee is negotiable.
For long/short strategies, the investment management fee is 2% per year. There is also a performance-based incentive allocation of 20% of net new profits.
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.
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Learn about disclosures →Employment History
Current Registrations
Bullseye Asset Management LLC
Previous Registrations
Bay Isle Financial LLC
State Registrations1 state
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