Jake Heyer is a CFP-designated registered investment advisor at Park Place Capital Corporation, based in Tupelo, MS, with 12 years of industry experience. Jake operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 416 clients with $720M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Park Place Capital charges a percentage of the value of your portfolio for investment management services. The exact percentage is negotiable and depends on the amount of assets being managed and the type of management. The fee is generally charged quarterly in advance. If you end your investment agreement, you'll get a refund for the portion of the fee that covers the remaining time in the quarter.
Location
82A Clark Boulevard, Tupelo, MS, 38804
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Park Place Capital Corporation
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations9 states
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