Jeremy Northum is a registered investment advisor at Jaston Capital, LLC, based in The Woodlands, TX, with 9 years of industry experience. Jeremy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 9 clients with $1.1M 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 $500K | 0.90% |
| $500K - $1.0M | 0.80% |
| $1.0M - $1.5M | 0.70% |
| $1.5M+ | 0.60% |
The fees listed are for stock/balanced portfolios. Bond only portfolios have lower fees: 0.45% on the first $500,000, 0.40% on the next $500,000, 0.35% on the next $500,000, and 0.30% over $1,500,000.
Fee Estimator
Location
The Woodlands, TX
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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
Jaston Capital, LLC
State Registrations1 state
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