Jason Sayles is a registered investment advisor at Capital Markets Iq, LLC, based in St. Petersburg, FL, with 20 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 827 clients with $450M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Capital Markets IQ charges a percentage of your portfolio annually, typically ranging from 0% to 2.80%, billed quarterly. The fee can be calculated based on the portfolio's value at the end of the quarter or the average balance during the quarter. Some clients may have negotiated a tiered fee schedule where the percentage decreases as the portfolio value increases. International clients may incur a one-time set-up fee and have a minimum annual fee.
Location
5308 Central Avenue, St. Petersburg, FL, 33707
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Regulatory History (1)
Regulatory
January 2016Other Business Activities
Jason is a partner at Catapult Creative, a corporate training and consulting firm, and spends about half his time as Operations Manager. Jason is also the President and owner of Apex Wealth Consultants Inc., providing business, administrative, and consulting services, also taking about half of his time.
Employment History
Current Registrations
Capital Markets Iq, LLC
Previous Registrations
Hajek Advisory Consultants, LLC
NFP Securities, INC.Broker
Cetera Financial Specialists LLCBroker
Ffp Securities, INC.Broker
State Registrations6 states
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.