Jamin Estep is a registered investment advisor at Estep Capital Management, based in New Orleans, LA, with 10 years of industry experience. Jamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 44 clients with $15M 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 may be negotiable.
Fee Estimator
Location
New Orleans, LA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jamin works as a real estate broker with REMAX Real Estate, representing buyers, sellers, landlords, and tenants since 2010. This takes about half of his time, with a significant portion occurring during NYSE trading hours.
Employment History
Current Registrations
Estep Capital Management
State Registrations1 state
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