Kevin Jessurum is a CFA-designated registered investment advisor at Jessurum Capital, based in Miami, FL, with 1 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable and billed quarterly in arrears.
Fee Estimator
Location
13817 SW 39 Terr, Miami, FL, 33175
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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
Kevin works as a case aid for the National Youth Advocate Program, a foster care program, since November 2024. This takes about a quarter of his time, with minimal time spent during trading hours.
Employment History
Current Registrations
Jessurum Capital
State Registrations1 state
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