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Clermont, FL 34711
407-204-0147Growing Your Wealth Without Compromising Your Values
About Blue Jasper Capital
Blue Jasper Capital is an independent, full-service financial planning and registered investment advisory firm that puts our clients first. Based in Clermont, Florida, we serve client families and business owners across the United States.
We specialize in values-based investing for conservative Christians. Using a proprietary screening process, we select quality investments that align with your faith and values, so you can grow your wealth without compromising your convictions. Our mission is to help clients become the best stewards of their wealth, and stewardship is at the heart of everything we do.
We work with you to understand your goals, build a financial plan to achieve them, and create an investment portfolio to bring that plan to life. Our services include financial planning, investment management, tax planning, business planning, cash flow management, and investment strategies.
Our team is led by Colin Myers (Founder & President) and Brent Joseph (Vice President), together with Wealth Advisors Grayson Bishop, John Copeland, and Charlo Alexandre. Our core values are Excellence, Collaboration, Candor, and Humility.
See Disclosures
General Information
Firm Start Year
2022
No. of Employees
5-9
CRD#
319757
Firm CRD#
319757
Name of Custodial Firm
Altruist Financial LLC; Interactive Brokers LLC
States Licensed in
FL,CA,TN,TX
Years of Experience in Financial Services
13
Number of Years with Current Firm
4
Work with the following types of clients
Businesses, Individual Investors, Trusts, Estates, Retirement Plans, Donor-Advised Funds, Non-Profit Organizations
Foreign Languages Serviced
English
Advisory Services Provided
Investment Advice & Management, Financial Advice & Consulting, Financial Planning, Portfolio Management, Retirement Planning, Estate Planning & Trusts, Wealth Management, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, 401K Rollovers
Services
Investment Types
Insurance, Stocks, Bonds, Options & Futures, Mutual Funds, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)
Can meet clients in the following ways
Email, Phone, Video Conference, Our Office
Compliance
Registered Investment Advisor
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Firm Information
Assets Managed by Firm
$23,600,000
Total Assets Under Management by Advisor
$23,600,000
Compensation and Fees
Fee Structure
Fee-Based
Compensation Methods
Commissions, Hourly, Based on Assets, Flat Fee
Fee % Based on Assets
0.75% - 1.00%
Additional Details on Charges
Asset-based fees (annual, tiered by assets under management): 1.00% on $0 - $1M; 0.90% on $1M - $2M; 0.80% on $2M - $5M; 0.75% over $5M. Financial planning and consulting: fixed fees ranging from $2,750 to $45,000 depending on complexity, or $615 per hour. Free initial portfolio review available.
Disclosures
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Additional Detailed Disclosures
https://www.retirementplanning.net/disclosure/1894289/retirementplanning-Blue-Jasper-Capital-detailed-disclosure.html
Disclaimer
Blue Jasper Capital LLC is a Registered Investment Advisor.