JO
CFP
JO
CFP

Jennifer Oravsky

26 Years of Experience
Chapel Hill, NC

Jennifer Oravsky is a CFP-designated registered investment advisor at Absher Wealth Management, LLC, based in Chapel Hill, NC, with 26 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 661 clients with $1.1B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
661 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$1.1B

Fee Structure

Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.10%
$1.0M - $2.0M1.00%
$2.0M - $3.0M0.90%
$3.0M - $5.0M0.85%
$5.0M - $10.0M0.80%
$10M+0.75%

Fee schedule may be based on cumulative household assets under management.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1450 Raleigh Road,, Suite 105, Chapel Hill, NC, 27517

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Jennifer is a co-owner of Oravsky Properties LLC, a rental property business, since 2005. She is also a check signer for Mebane Machine & Tool, LLC, a tool and die manufacturing company, since 2015, but has no ownership.

Employment History
Current Registrations
Absher Wealth Management, LLC
November 2019 - Present · 6 yrs 5 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
January 2008 - November 2019 · 11 yrs 10 mos
Wells Fargo Clearing Services, LLCBroker
January 2008 - November 2019 · 11 yrs 10 mos
A. G. Edwards & Sons, INC.
March 2006 - January 2008 · 1 yr 10 mos
A. G. Edwards & Sons, INC.Broker
February 2006 - January 2008 · 1 yr 11 mos
A. G. Edwards & Sons, INC.Broker
February 1999 - May 2004 · 5 yrs 3 mos
A. G. Edwards & Sons, INC.Broker
March 1997 - November 1998 · 1 yr 8 mos
State Registrations1 state
NC
Advisor

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
No exam information available for this advisor.