Jere Sights is a registered investment advisor at TD Capital Management LLC, based in Memphis, TN, with 9 years of industry experience. Jere operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 451 clients with $1.2B 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 | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.55% |
| $5M+ | 0.40% |
Fees may be negotiated for portfolio relationships greater than $20 million, or when the aggregation of several accounts of related individuals or entities would result in lower total fees for the client(s).
Fee Estimator
Location
5100 Poplar Avenue, Suite 2904, Memphis, TN, 38137
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
TD Capital Management LLC
State Registrations1 state
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