Jessica Kaufman is a registered investment advisor at Acp Capital Management, LLC, based in Miami, FL, with 8 years of industry experience. Jessica operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 106 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $7.0M | 1.00% |
| $7.0M - $10.0M | 0.75% |
| $10.0M - $50.0M | 0.50% |
| $50M+ | 0.50% |
Fees negotiable for amounts over $50,000,000. For investments in Model Portfolios ACP charges a maximum of 1.75% on a yearly basis. Specifically, for portfolios comprised of structured products and emerging market fixed income, ACP Capital charges a management fee of 1.50% of assets under management along with a performance-based fee of up to 20% of the annual gross profits for the account.
Fee Estimator
Location
1200 Brickell Avenue, Suite 1700, Miami, FL, 33131
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Jessica works as a consultant for CIMA Financial Regulation Consultants, LLC, providing regulatory consulting services to financial institutions. This role takes nearly full-time hours.
Employment History
Current Registrations
Acp Capital Management, LLC
Bradesco Investments INC.Broker
Acp Securities, LLCBroker
Fundamental Securities
Fundamental SecuritiesBroker
Previous Registrations
Efg Asset Management (americas) CORP.
Efg Capital InternationalBroker
Ocean Financial Advisors LLC
Ocean Financial Services, LLCBroker
MML Investors Services, LLC
MML Investors Services, LLCBroker
Kovack Securities INC.Broker
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.