Jackson Smith is a registered investment advisor at Loop Capital Asset Management, based in Houston, TX, with 5 years of industry experience. Jackson operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 84 clients with $9.9B 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 $25.0M | 0.50% |
| $25M+ | 0.25% |
Fees are negotiable depending on the particular requirements and circumstances of each account. LCAM also may agree to charge a performance fee if permitted under applicable laws and regulations.
Fee Estimator
Location
440 Lousiana Street, Ste 900, Houston, TX, 77002
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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 →Employment History
Current Registrations
Loop Capital Asset Management
Previous Registrations
Keybanc Capital Markets INC.Broker
State Registrations1 state
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