Jerry Swank is a registered investment advisor at Nxg Investment Management, based in Dallas, TX, with 23 years of industry experience. Jerry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 21 clients with $1.5B 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 | 1.00% |
Fees are negotiable and some clients pay more or less depending on the size of the account and services provided.
Fee Estimator
Location
One Energy Square, 4925 Greenville Avenue, Suite 1310, Dallas, TX, 75206
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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
Jerry is a general partner to Cushing Asset Management, LP through Swank Capital, LLC. This activity is investment-related.
Employment History
Current Registrations
Nxg Investment Management
Previous Registrations
Swank Advisors, LP
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.