Colin Myers is a registered investment advisor at Blue Jasper Capital LLC, based in Clermont, FL, with 8 years of industry experience. Colin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 49 clients with $18M 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 | 0.90% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.75% |
Fees may be negotiable. Tactical portfolio management is offered at 2.00% annually.
Fee Estimator
Location
743 8th St, Clermont, FL, 34711
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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 ActivitiesSells Insurance
Colin works as an insurance agent, dedicating minimal time to this role. He also serves as CFO for The MacArthur Group, focusing on financial administration for about half of his time.
Employment History
Current Registrations
Blue Jasper Capital LLC
Previous Registrations
Kestra Advisory Services, LLC
Anthem Wealth Management, LLC
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.