Jessica Lee is a registered investment advisor at H Financial Management, based in Canonsburg, PA, with 6 years of industry experience. Jessica operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 543 clients with $530M 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 $100K | 1.25% |
| $100K - $250K | 1.10% |
| $250K - $500K | 0.90% |
| $500K - $1.0M | 0.70% |
| $1M+ | 0.50% |
HFM may charge a lesser or higher investment advisory fee, charge a flat fee, waive its fee entirely, accept a lower relationship minimum, or charge fee on a different interval based upon certain criteria.
Fee Estimator
Location
400 Southpointe Blvd., Plaza One, Suite 420, Canonsburg, PA, 15317
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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 the owner and executive managing member of ViveVenture, LLC, which includes a Legacy Coaching Division and a Music Production Division. She spends about a quarter of her time on legacy coaching, project management, and music production.
Employment History
Current Registrations
H Financial Management
Previous Registrations
Hartwood Advisors, INC.
State Registrations1 state
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