Jeffrey Bernstein is a registered investment advisor at Jlb Capital Management LLC, based in San Diego, CA, with 14 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 25 clients with $6M 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 | 1.50% |
Fees are negotiable. The fund also pays JLB Capital Management an incentive fee of 1.8% after a 9% preferred return has been returned to the investor. JLB Capital Management also receives 30% of any net profits annually, after all fees and expenses are paid.
Fee Estimator
Location
San Diego, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Jlb Capital Management LLC
State Registrations1 state
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