Jean-Matthieu Josse
Jean-Matthieu Josse is a registered investment advisor at Glassbead Capital Management LLC, based in Miami Beach, FL, with 22 years of industry experience. Jean-Matthieu operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 32 clients with $30M 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 | 2.00% |
Fees are negotiable. Qualified clients may pay a performance-based fee of 2.00% of assets under management along with a 20.00% performance fee based on capital appreciation.
Fee Estimator
Location
407 Lincoln Road, Suite 11L, Miami Beach, FL, 33139
Get directionsHistory
Regulatory History (2)
Customer Dispute
September 2021Customer Dispute
September 2021Other Business Activities
Jean-Matthieu is the Managing Member/Owner/Portfolio Manager of Glass Bead Strategic Partners Fund GP, LLC since 2021. He spends about a quarter to half of his time on owner and portfolio manager duties.
Employment History
Current Registrations
Glassbead Capital Management LLC
Previous Registrations
A.G.P / Alliance Global Partners
A.G.P. / Alliance Global PartnersBroker
Aegis Capital CORP.
Aegis Capital CORP.Broker
Jhs Capital Advisors, LLCBroker
Gunnallen Financial, INCBroker
Hunter Scott Financial LLC.Broker
Lh Ross & Company, INC.Broker
State Registrations3 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.