Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The annual fee for comprehensive financial planning and investment management ranges from $10,000 to $15,000, payable monthly or quarterly in advance. Quarterly financial planning is offered for $5,000 annually, payable quarterly in advance. Self-directed financial planning via the Childfree Wealth Academy is $100 monthly. Hourly financial planning ranges from $250 to $750 per hour. Fees are negotiable at the firm's discretion and subject to a 3% inflation rate.
Areas of Practice
Advisor Information
Office location
Mount Juliet, TN
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Jay ZigmontRegulatory 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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Jay owns Childfree Enterprises, LLC, which focuses on content creation such as books, speaking, and program design. He also owns Childfree Legacy, LLC, which provides next-of-kin services for childfree individuals.