JK

Jennifer Tracey Kirby

19 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
67 advisors
Number of Clients
2,272 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$3.6B

Fee Structure

Minimum Investment:$5K
Minimum Annual Fee:$7,500
Hourly Rate:Up to $350/hr

Investment advisory fees for internal investment management typically range from 0.25% to 1.50% annually, depending on assets, investment strategy, and complexity. Fees are paid quarterly in advance. Financial planning and consulting services are offered on an hourly basis at up to $350 per hour or as a fixed engagement fee. Retirement plan advisory fees are up to 1.00% annually, with a minimum fee of $7500, which is negotiable. Note: This firm's brochure lists a fee range (0.25% to 1.50%) for investment advisory services, the actual fee depends on factors such as assets, investment strategy, and complexity.

Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
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Advisor Information

Office location

136 North Church, West Chester, PA, 19380

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Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Alera Investment Advisors, LLC
May 2025 - Present · 8 mos
Trinity Investment Advisors, LLC
June 2012 - Present · 13 yrs 7 mos
Previous Registrations
Stancorp Investment Advisers, INC.
January 2007 - May 2012 · 5 yrs 4 mos
Invesmart Advisors INC
May 2006 - January 2007 · 8 mos
State Registrations2 states
DEPA
Advisor
Exams
No exam information available for this advisor.