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Charlot Alexandre

Blue Jasper Capital LLC
1 Year of Experience
Clermont, FL
2 Disclosures
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Charlot Alexandre is a registered investment advisor at Blue Jasper Capital LLC, based in Clermont, FL, with 1 years of industry experience. Charlot operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 74 clients with $24M in assets under management.

Blue Jasper Capital LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
74 clients
Average Client Portfolio
$319K average
Assets Under Management
$23.6M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $2.0M0.90%
$2.0M - $5.0M0.80%
$5M+0.75%

Tactical portfolio management is offered at an annual rate of 2.00%. Fees may be negotiable at the sole discretion of Blue Jasper Capital.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

743 8th St, Clermont, FL, 34711

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
August 2019
Final
Criminal
August 2001
Final Disposition
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Blue Jasper Capital LLC
March 2026 - Present · 7 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
January 2021 - November 2021 · 10 mos
State Registrations1 state
FL
Advisor

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Exams
No exam information available for this advisor.
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