Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment advisory fees are based on a percentage of assets under management and/or advisement, and can range up to 2.50% per year. Financial planning fees can be charged on a fixed fee basis (up to $20,000), hourly rate basis (up to $1,000 per hour), or as a percentage per annum (up to 0.25%). All fee arrangements are negotiable. Clients receiving both financial planning and investment advisory services may be subject to an extra fee.
Areas of Practice
Advisor Information
Office location
600 N King St, Suite 200, Wilmington, DE, 19801
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 ActivitiesSells Insurance
Jarrett is an investment advisor representative and registered representative, spending most of his time on investment advisory services. He also works as an independent insurance agent for various companies and is a partner in a public accounting firm, dedicating minimal time to each of these activities.