Jessica Metso
Jessica Metso is a registered investment advisor at Arkagos Advisors & Asset Management, INC., based in Alexandria, VA, with 4 years of industry experience. Jessica operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 107 clients with $47M 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 | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees are negotiable for accounts over $5M. Fees for private placements are the same as the portfolio management fees and are deducted from the advisory account.
Fee Estimator
Location
218 N Lee St, Ste 316, Alexandria, VA, 22314
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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 ActivitiesSells Insurance
Jessica is an insurance producer as a sole proprietor since January 2021. She dedicates minimal time to this business.
Employment History
Current Registrations
Arkagos Advisors & Asset Management, INC.
Previous Registrations
Brookstone Capital Management LLC
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.