Blue Jasper Capital LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$615/hr

“Hourly fees are $615.”

Flat or project fee

$2,750⁠-⁠$45,000

“Fixed fees range from $2,750 to $45,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Blue Jasper Capital LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Investment advisory fees are paid quarterly in advance pursuant to the terms of the investment advisory agreement.”
• “The investment advisory fee charged to Managed Account Clients in the first quarter of service is prorated from the inception date of the account[s] to the end of the first quarter.”
• “Fees may be negotiable at the sole discretion of the Advisor.”

How Blue Jasper Capital LLC’s fees compare

• Its hourly rate of $615 is above the Florida median of $288. 97% of the 372 other Florida planners that publish an hourly rate charge less.
• Its flat or project fee of $2,750-$45,000 spans the Florida median of $4,900. 92% of the 320 other Florida planners that publish a flat or project fee charge less.

About Blue Jasper Capital LLC

• Firm size: 8 employees.
• Registered as an adviser: 2022 (4 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management, performance based fees

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Clients

73

Employees

8

Works with

Individuals, high net worth individuals, and pooled investment vehicles

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and other services

Assets managed

$23,624,675

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

319757

Website

bluejaspercapital.com (opens in new tab)

Phone

(407) 204-0147

Can advise clients in 3 states: California, Florida, Tennessee

Other planners in Clermont that publish fees

• Pine To Palm Financial, LLCClermont$500⁠-⁠$2,500
• Stewardship Advisory Group, LLCClermont$200⁠-⁠$450/hr
• 22 Seven Wealth Management IncPanama City$150/hr, $500⁠-⁠$2,500
• 365Sundays Wealth LLCLake Mary$5,000⁠-⁠$15,500, $5,000/yr
• 4 VerticalRiverview$250/hr
• 7 Star Investment AdvisorsRiverview$1,500⁠-⁠$7,500

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