Jeffrey Fountain
Jeffrey Fountain is a CFP-designated registered investment advisor at Passive Capital Management, LLC, based in Baltimore, MD, with 10 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 424 clients with $1B 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 $1.0M | 0.80% |
| $1.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.20% |
Fees are negotiable when an Investment Adviser Representative had a relationship with a client through a previous employer. The Adviser may also negotiate fees based upon additional business opportunities, family relationships and other factors.
Fee Estimator
Location
2650 Quarry Lake Drive, Suite 100, Baltimore, MD, 21209
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 ActivitiesSells Insurance
Jeffrey is a sales agent for life, health, group life, group health, disability income, fixed annuities, and long-term care insurance since 2015. This activity requires minimal time.
Employment History
Current Registrations
Passive Capital Management, LLC
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
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.