Brayden Jerde is a CFP-designated registered investment advisor at LPL Financial LLC, based in Steamboat Spring, CO, with 3 years of industry experience. Brayden is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B 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 | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
941 Lincoln Ave Ste 300-E1-G, Steamboat Spring, CO, 80487
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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
Brayden is a business owner of Ascent Living LLC since 2022 and a referral agent for mortgage/real estate services since September 2023, dedicating minimal time to the latter. He also has a business entity, Investors Capital Management Inc., for tax/investment purposes, dedicating full-time hours to it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
State Registrations12 states
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