Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees are individually negotiated with each client and range up to an annual rate of no more than 2.5% of assets under management. General consulting services are billed at an hourly rate of $500.
Areas of Practice
Advisor Information
Office location
301 South Mcduffie St., Anderson, SC, 29601
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
Jennifer is an investment advisor rep for Wealth Management Advisors LLC and a financial advisor for Wagner Wealth Management LLC, dedicating about half of her time to these roles. She also owns a single member LLC and sells life insurance, spending a few hours per week on each, and serves on the board of directors for two organizations.