Anita Hayes is a registered investment advisor at Jmf Capstone Wealth Management, based in Tuscaloosa, AL, with 11 years of industry experience. Anita operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 225 clients with $360M 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 $500K | 1.25% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $3.0M | 0.50% |
| $3.0M - $5.0M | 0.40% |
| $5M+ | 0.35% |
Fees may be negotiable.
Fee Estimator
Location
2200 Jack Warner Parkway, Ne, Suite 300, Tuscaloosa, AL, 35401
Get directionsHistory
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
Anita works at JamisonMoneyFarmer PC, an accounting firm specializing in benefit plans, since 1998. This takes about half of Anita's time.
Employment History
Current Registrations
Jmf Capstone Wealth Management
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.