IJ
IJ

Ian Jameson

17 Years of Experience
Ketchum, ID

Ian Jameson is a registered investment advisor at American Capital Advisory, LLC, based in Ketchum, ID, with 17 years of industry experience. Ian 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 360 clients with $250M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
360 clients
Average Client Portfolio
$708K average
Assets Under Management
$254.9M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $2.0M0.90%
$2.0M - $3.0M0.80%
$3.0M - $4.0M0.70%
$4.0M - $5.0M0.60%
$5M+0.50%

Fees may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

500 North Washington, Suite 202, Ketchum, ID, 83340

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Ian serves as Board Chair for Idaho's Bounty Cooperative, a non-investment related food cooperative, dedicating a few hours per week to strategy, finance, and non-profit relationships. He spends a couple of those hours during trading hours.

Employment History
Current Registrations
American Capital Advisory, LLC
August 2012 - Present · 13 yrs 9 mos
Previous Registrations
Summit Creek Capital LLC
October 2009 - July 2012 · 2 yrs 9 mos
Interfund Capital CORP.
April 2008 - August 2009 · 1 yr 4 mos
State Registrations3 states
CAIDVA
Advisor

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
No exam information available for this advisor.
Ian Jameson - Financial Advisor | TrueAdvisor