Matthew Jameson is a registered investment advisor at Assured Healthcare Partners LLC, based in Dallas, TX, with 2 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 12 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AHP is compensated for its advisory services through a management fee charged to its fund clients. These fees are typically between 1.25% and 2% per year, calculated on capital commitments or the cost of portfolio investments. AHP also receives performance compensation based on the returns to investors in the fund, subject to certain hurdles. These fees are generally not negotiable, though some investors may have side agreements with reduced rates.
Location
5960 Berkshire Lane, Dallas, TX, 75225
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Assured Healthcare Partners LLC
State Registrations1 state
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