Jesse Burt is a registered investment advisor at Everspire, based in Abilene, TX, with 8 years of industry experience. Jesse is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 803 clients with $250M 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 - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.30% |
| $50.0M - $250.0M | 0.20% |
| $250.0M - $1000.0M | 0.10% |
| $1000M+ | 0.02% |
Fees are calculated based on the average daily balance and deducted monthly in arrears. Household assets are aggregated to determine the fee tier.
Fee Estimator
Location
2449 S Willis St, Ste 106, Abilene, TX, 79605
Get directionsHistory
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
Jesse is involved in several outside business activities. He is associated with SouthTowne Enterprise, Inc. and receives referral fees from TomiPlan. Jesse also works as a delivery driver for Domino's Pizza, dedicating about a quarter of his time.
Employment History
Current Registrations
Everspire
Mhl InvestmentsBroker
Previous Registrations
Titan SecuritiesBroker
State Registrations3 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.
Exams
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