JO
CFP
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
18 advisors
Number of Clients
1,252 clients
Average Client Portfolio
$278K average
Assets Under Management
$348.2M
Fee Structure
Minimum Investment:None
Financial Plan Fee:$1,000 - $10,000
Hourly Rate:$100 - $500/hr
Financial planning fees are negotiable, ranging from $1,000 to $10,000 for fixed-fee plans, depending on the services required. Hourly fees range from $100 to $500. Portfolio management fees are also negotiable. Insurance products are sold separately, and assets allocated to insurance are not subject to advisory fees.
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningBusiness OwnersHigh Net Worth
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Advisor Information
Office location
633 W 5th Street, Suite 1050, Los Angeles, CA, 90071
Get directionsRegulatory History
Clean regulatory record
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
Jaynie is the Vice President of Ozment Agency. This activity is investment-related.
Employment History
Current Registrations
Kinetic Investment Management, INC.
December 2021 - Present · 4 yrs 1 mo
State Registrations1 state
OK
Advisor
Exams
No exam information available for this advisor.