Jessie Rancourt is a registered investment advisor at Opportunity Cost Investors LLC, based in Leesburg, VA, with 4 years of industry experience. Jessie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 7 clients with $53K 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 $3K | 0.77% |
| $3K - $5.0M | 0.50% |
| $5M+ | 0.49% |
Fees are non-negotiable.
Fee Estimator
Location
Leesburg, VA
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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
Jessie owns Opportunity Cost Media, a company that posts finance-related content on YouTube, since July 2020. Jessie spends about a quarter of their time scripting and producing content for the channel.
Employment History
Current Registrations
Opportunity Cost Investors LLC
State Registrations1 state
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