Jill Wagner is a registered investment advisor at Connective Wealth Partners, LLC, based in New York, NY, with 1 years of industry experience. Jill operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 292 clients with $37M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Connective Wealth Partners' wealth management fees range from 0.50% to 2.00% annually, based on the amount of assets managed, the complexity of services, and the overall client relationship. Fees are calculated based on the market value of assets at the beginning or end of each calendar quarter and are paid in advance or arrears. Fees may be negotiable at the advisor's discretion.
Location
205 Hudson Street, Floor 8, New York, NY, 10013
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jill is a realtor with Wholehearted Homes, spending about 10-20% of her time helping clients buy homes. She is also a licensed loan originator with Value Added Mortgage, dedicating minimal time due to market conditions, and a life coach with Goals Realized Coaching, also dedicating minimal time.
Employment History
Current Registrations
Connective Wealth Partners, LLC
Previous Registrations
Fg Advisory Services, LLC.
State Registrations1 state
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