Jesse Stubbs is a registered investment advisor at Stubbs Investments, LLC, based in Erie, CO, with 6 years of industry experience. Jesse operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 15 clients with $52M 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 | 1.50% |
The maximum annual fee charged for investment management will not exceed 1.50%. Fees are negotiable.
Fee Estimator
Location
Erie, CO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Stubbs Investments, LLC
State Registrations1 state
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