Advisor at Speight Asset Management, LLC
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Firm
Speight Asset Management, LLC
Location
Houston, TX 77070
Credentials
CFP®, Series 63, Series 65
Industry experience
27 years
Jon Speight is a CFP® professional with 27 years of experience in financial advising. He has led Speight Asset Management, LLC since 2013 in Houston, TX. Speight Asset Management provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm employs a diversified asset-allocation strategy focused on mutual funds and ETFs, manages accounts on a discretionary basis, and offers complimentary retirement educational seminars.
Based on Speight Asset Management, LLC
Based on Speight Asset Management, LLC
One-Time Financial Plan: up to $4,000
$0 - $500,000: 1.20% annually $500,001 - $1,000,000: 1.00% annually $1,000,001 - $3,000,000: 0.65% annually $3,000,001 - $6,000,000: 0.55% annually $6,000,001 - $9,000,000: 0.45% annually $9,000,001+: 0.35% annually
Financial Planning Monitoring and Updating Service: up to $500 per quarter
Account minimum: $250,000 Minimum fee: $3,000 annually ($750 per quarter), negotiable Fee-only: Fees are based on assets under management as per tiered schedule; financial planning fees apply separately.
8300 Cypress Creek Pkwy, Suite 450
Houston, TX 77070
Texas
Speight Asset Management, LLC
2013 - Present (13 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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