Jaime Guevara
Jaime Guevara is a registered investment advisor at Aspire Private Capital, based in Cornelius, NC, with 9 years of industry experience. Jaime operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 711 clients with $460M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Aspire's annual investment advisory fee is negotiable and does not usually exceed 1.90% of the total assets managed. The fee is billed quarterly in advance. Aspire may use sub-advisers, and the fees for those services are paid from Aspire's advisory fee. Clients may terminate the agreement with written notice and receive a prorated refund of any prepaid advisory fee.
Location
19410 Jetton Road, Suite 110, Cornelius, NC, 28031
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Regulatory History (1)
Employment Separation After Allegations
September 2015Other Business ActivitiesSells Insurance
Jaime is a freelance English-Spanish interpreter, president of JL Guevara, Inc., and involved with multiple LLCs and LLPs including Letrina, Kovered, SV Carolinas, Elite Luxury Holdings, and Volt Transport. Several of these businesses are related to property and casualty insurance agencies, and Jaime's roles primarily involve bookkeeping and financial decision-making, taking minimal time for each.
Employment History
Current Registrations
Aspire Private Capital
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.