Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.10% |
| $500K - $1.0M | 0.95% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $25.0M | 0.45% |
| $25.0M - $50.0M | 0.30% |
| $50M+ | 0.15% |
Minimum annual fee of $2,400. Fees may be negotiable.
Fee Estimator
Earned Wealth Advisors charges fixed fees for financial planning, generally ranging from $2,500 to $15,000. For wealth management, clients pay an annual fee based on assets under management (see table for tiers). There is a minimum annual fee of $2,400, assessed quarterly. Retirement plan services have a minimum annual fee of $3,000. OJM Group legacy clients have a separate fee schedule. Fees may be negotiable.
Areas of Practice
Advisor Information
Office location
Berkeley, CA
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.
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Jessica is an angel investor in Gaingels LLC, a diversity and inclusion-oriented VC fund, since March 2022. She is an investor only and not involved in operations, dedicating no time to this activity.