Jessica Forrest is a CFP-designated registered investment advisor at Austin Asset, based in Austin, TX, with 20 years of industry experience. Jessica operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Insurance Planning, and 4 more. Their firm serves 458 clients with $1.9B 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 $7.5M | 0.65% |
| $7.5M - $15.0M | 0.40% |
| $15.0M - $25.0M | 0.30% |
| $25M+ | 0.25% |
Fees include a flat $5,000 fee plus a percentage of assets under management. Fees are calculated on a cumulative basis. Minimum annual fee is $5,000. Fees may be negotiable.
Fee Estimator
Location
7200 N. Mopac, Suite 315, Austin, TX, 78731
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Regulatory 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.
Learn about disclosures →Other Business Activities
Jessica is an investment officer at SGH Management Company, LLC, a family office, since 2018. This role involves due diligence and operations, taking nearly full-time hours.
Employment History
Current Registrations
Austin Asset
Previous Registrations
Coyle Capital, LLC
Alpha Capital Management
State Registrations1 state
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.
Exams
Additional Information
Jessica is a CERTIFIED FINANCIAL PLANNER™ with Austin Asset building relationships with clients to offer sound financial advice and professional investment management.
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