Jesus Vasquez
Jesus Vasquez is a registered investment advisor at Vasquez Financial Consulting LLC, based in Carmel, IN, with 5 years of industry experience. Jesus operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Tax Planning. Their firm serves 14 clients with $6.6M 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 - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Location
Carmel, IN
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 ActivitiesSells Insurance
Jesus owns Vasquez Group, LLC as a tax preparer and business consultant, and Vasquez Insurance Agency, LLC as an insurance producer. He also works as an instructional assistant at Carmel Clay Schools, dedicating about half his time to this role.
Employment History
Current Registrations
Vasquez Financial Consulting LLC
Previous Registrations
Archer Investment Corporation
Commonwealth Financial NetworkBroker
State Registrations2 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.