Jaime Guevara
Jaime Guevara is a registered investment advisor at Aspire Private Capital, based in Cornelius, NC, with 10 years of industry experience. Jaime operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 709 clients with $510M 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 | 1.90% |
Fees are negotiable and typically do not exceed 1.90% annually. Financial planning is included at no extra cost.
Fee Estimator
Location
19410 Jetton Road, Suite 110, Cornelius, NC, 28031
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
September 2015Other Business ActivitiesSells Insurance
Jaime is a freelance English-Spanish interpreter, president of JL Guevara, Inc., and involved with multiple LLCs and LLPs including Letrina, Kovered, SV Carolinas, Elite Luxury Holdings, and Volt Transport. Several of these businesses are related to property and casualty insurance agencies, and Jaime's roles primarily involve bookkeeping and financial decision-making, taking minimal time for each.
Employment History
Current Registrations
Aspire Private Capital
State Registrations1 state
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
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