Gayle Jendzejec
Gayle Jendzejec is a ChFC-designated registered investment advisor at Prosperity Capital Advisors, based in Westlake, OH, with 24 years of industry experience. Gayle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 7,096 clients with $3.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.60% |
| $500K - $1000K | 0.50% |
| $1.0M - $2.0M | 0.40% |
| $2.0M - $5.0M | 0.35% |
| $5M+ | 0.30% |
The platform fee tier schedule is based on billable assets and excludes non-billable assets such as unmanaged accounts. The total annual fee for investment management services for retail clients typically varies between 0.20% and 2.0% depending upon several factors, including the market value of the assets under management and the types of services to be rendered. PCA charges a $150.00 minimum annual investment management fee which may result in a fee greater than 2.0%.
Fee Estimator
Location
30400 Detroit Road, Suite 201, Westlake, OH, 44145
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2002Regulatory
March 2000Other Business ActivitiesSells Insurance
Gayle is a licensed insurance agent offering various fixed insurance products and receives commissions. She also owns Lifetime Insurance Group, LLC, which operates her advisory and insurance business, and is the President of JBL Enterprises LLC, a property management company.
Employment History
Current Registrations
Prosperity Capital Advisors
Previous Registrations
Esi Financial Advisors
Lifetime Advisors Group
Investors Capital CORP.Broker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Cadaret, Grant & CO., INC.Broker
Aig Equity Sales CORP.Broker
Pml Securities CompanyBroker
Pruco Securities CorporationBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.