Gustave Jursch is a registered investment advisor at Miramontes Capital, LLC, based in Excondido, CA, with 5 years of industry experience. Gustave is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 5 more. Their firm serves 744 clients with $400M 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 | 2.25% |
Maximum fee is 2.25% per year, billed monthly in arrears. Clients using the Hedging Collar Strategy pay an additional 0.30% on those assets.
Fee Estimator
Location
Excondido, CA
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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 →Employment History
Current Registrations
Miramontes Capital, LLC
Finalis Securities LLC
Finalis Securities LLCBroker
Previous Registrations
Finance Wisdom
State Farm Vp Management CORP.Broker
State Registrations6 states
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.