Jacob Munsell is a registered investment advisor at Memphis Capital Management, LLC, based in Memphis, TN, with 6 years of industry experience. Jacob operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3 clients with $290M 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 | 0.25% |
Fee is 0.25% for both the Fund and the Financing Subsidiary. The Fund's fee is reduced by the fees paid by the Financing Subsidiary.
Fee Estimator
Location
6410 Poplar Avenue, Suite 500, Memphis, TN, 38119-4836
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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 Activities
Jacob works as a Strategies Analyst for Memphis Capital Group, LLC and Memphis Capital Management, dedicating about 10-20% of his time to analyzing strategies pertaining to whole loan trading for Memphis Capital Group and a few hours per week for Memphis Capital Management.
Employment History
Current Registrations
Memphis Capital Management, LLC
Memphis CapitalBroker
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Edward JonesBroker
State Registrations1 state
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.