JH

Jessica Summer Haberman

23 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
44 advisors
Number of Clients
408 clients
Average Client Portfolio
$24.9M average
Assets Under Management
$10.1B

Fee Structure

Caprock's fees may include fixed fees or fees based on a percentage of assets under management and advisement. The annual fee for Investment Advisor Services will generally be no greater than 1% of assets under management. Fees are negotiable based on client requirements and service complexity. In special arrangements, Caprock charges a fixed retainer fee based on anticipated services. Fees are billed monthly in arrears.

Areas of Practice
Investment ManagementFinancial Planning & CoachingHigh Net Worth
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Advisor Information

Office location

800 West Main Street, Suite 1150, Boise, ID, 83702

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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
The Caprock Group, LLC
August 2005 - Present · 20 yrs 5 mos
Previous Registrations
Citigroup Global Markets INC.
October 2002 - August 2005 · 2 yrs 10 mos
State Registrations1 state
ID
Advisor
Exams
No exam information available for this advisor.
Jessica Summer Haberman - Financial Advisor | AdvisorDiscover