Jennifer Lebel
Jennifer Lebel is a registered investment advisor at Valmark Advisers, INC., based in Falmouth, ME, with 29 years of industry experience. Jennifer is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Business Owners, Charitable Giving, Corporate Executives, and 8 more. Their firm serves 14,890 clients with $10B 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 $1.0M | 1.95% |
| $1.0M - $2.0M | 1.75% |
| $2M+ | 1.50% |
Fees are negotiable. Other programs have different fee structures, such as the American Funds F-2 program at a flat 1.00% and fee-based annuities/life insurance capped at 1.50%.
Fee Estimator
Location
366 Us Route One, Falmouth, ME, 04105
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2024Other Business ActivitiesSells Insurance
Jennifer is a 55% equity stake owner, President, CFO, and Visionary at Lebel & Harriman, LLP and Lebel & Harriman, GP, dedicating about a quarter of her time to this investment-related role. She also serves on the Board of Directors for the Animal Welfare Society, an animal shelter, without compensation.
Employment History
Current Registrations
Valmark Advisers, INC.
Valmark Securities, INC.
Valmark Securities, INC.Broker
Previous Registrations
Commonwealth Financial NetworkBroker
Park Avenue Securities LLCBroker
Guardian Investor Services CorporationBroker
State Registrations16 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.
Exams
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