Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees are calculated as a percentage of assets under management. Accounts are charged in advance or arrears for a three-month period based on account balances. The annual advisory fee will not exceed 2.5% of the managed account value, and the negotiated rate is identified in the investment advisory agreement. The annual percentage rate is negotiable based on several factors, including the services offered, the complexity of the services, the total amount of assets involved in the household, and the relationship with the advisor. Clients may also be charged a commission and/or service fee for trades executed in their account, which is also negotiable.
Areas of Practice
Advisor Information
Office location
50 Chestnut Street, Suite A-400, Beavercreek, OH, 45440
Get directionsRegulatory History
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.
Learn about disclosures →Other Business Activities
Jessica works as a Chief Compliance Officer (CCO) for Westminster Financial Securities, Westminster Financial Advisory, and Concorde Financial Resources. These roles take about 40 hours per week in total, or full-time.