Jessie Mccarley is a registered investment advisor at 1st & 3rd Investments LLC, based in Vestavia Hills, AL. Jessie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Investment Management, Retirement Planning. Their firm serves 20 clients with $1.8M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
1st & 3rd Investments' advisory fees are calculated as a percentage of the value of your investments, including cash and cash equivalents. The fees are charged quarterly, in arrears. The maximum annual fee is 1.00% for accounts with less than $1,000,000 and up to a maximum of 0.90% for accounts $1,000,001 and above. Advisory fees are negotiable.
Location
Vestavia Hills, AL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
1st & 3rd Investments LLC
State Registrations2 states
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