Jonathan Booth
Jonathan Booth is a CFA-designated registered investment advisor at Booth-Laird Capital Management, LLC, based in Lafayette, LA, with 13 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $23M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Booth-Laird Capital Management manages investments for the Booth-Laird Investment Partnership. Fees are deducted directly from investor capital accounts and are not negotiable.
For qualified investors, the management fee is 0.375% of the average capital balance each quarter. There is also an annual performance fee of 20% of net profits exceeding the greater of the Standard & Poor 500 Index return (excluding dividends) or 4%.
For non-qualified investors, the management fee is 0.5% of the average capital balance for the first three quarters and 2.0% for the fourth quarter. Non-qualified investors will not pay more in fees as a percentage of average assets during the year than qualified investors.
Location
Lafayette, LA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Booth-Laird Capital Management, LLC
State Registrations1 state
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