Jesse Hauptrief
Jesse Hauptrief is a registered investment advisor at Mcelhenny Sheffield Capital Management, LLC, based in Dallas, TX, with 27 years of industry experience. Jesse operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 704 clients with $510M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MSCM charges a management fee of up to 2% per year of the value of your account. This fee is debited monthly. The firm may reduce or waive the fee at its discretion. Fees are negotiable. MSCM may invest your account in the MSMR Fund, for which it receives a sub-advisory fee, creating a potential conflict of interest. Clients investing in the MSMR Fund will generally be subject to both MSCM's management fee and the Fund's management fees.
Location
4701 W. Lovers Lane, Dallas, TX, 75209
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
Jesse has been a self-employed life and health insurance agent since 1976, dedicating about 10-20% of his time to this activity. Jesse also owns rental real estate properties, spending minimal time on this endeavor.
Employment History
Current Registrations
Mcelhenny Sheffield Capital Management, LLC
Previous Registrations
Coppell Advisory Solutions, LLC
Resource Wealth Management, LLC
Geneos Wealth Management, INC.
Geneos Wealth Management, INC.
United Securities Alliance, INC.
Multi-Financial Securities Corporation
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.