Jackson Lucero is a registered investment advisor at Miser Asset Management, based in South Weber, UT, with 1 years of industry experience. Jackson 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 42 clients with $31M 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 - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $6.0M | 0.50% |
| $6M+ | 0.30% |
Miser Asset Management may charge a lesser investment management fee based upon certain criteria.
Fee Estimator
Location
South Weber, UT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jackson is the Owner, President, and CEO of Cedarway Capital LLC, a private equity firm investing in real estate. This activity takes about half of Jackson's time.
Employment History
Current Registrations
Miser Asset Management
State Registrations2 states
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