Jazmin Gay is a registered investment advisor at Kerusso Capital Management, LLC, based in Winston-Salem, NC, with 3 years of industry experience. Jazmin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 22 clients with $220M 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 $10.0M | 0.65% |
| $10.0M - $25.0M | 0.55% |
| $25.0M - $50.0M | 0.50% |
| $50.0M - $100.0M | 0.45% |
| $100M+ | 0.35% |
This fee schedule applies to the Large Cap Value Portfolio. The fee for the Large Cap Value model is 0.35% of all assets. For retail clients with an advisor, the fee is 0.50% of all assets. For retail clients with no advisor, the fee is 1.00% of all assets.
Fee Estimator
Location
486 North Patterson Avenue, #228, Winston-Salem, NC, 27101
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Kerusso Capital Management, LLC
State Registrations2 states
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