Jennifer Brown is a registered investment advisor at Summer Creek Wealth Management, LLC, based in New York, NY, with 8 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 49 clients with $46M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Summer Creek Wealth Management charges a percentage of your portfolio's value each year for investment management. The exact percentage depends on the types of investments used in your portfolio:
- Fixed Income Strategies: 0.50% - 0.75%
- Strategies Involving Mutual Funds, ETFs, and/or Other Types of Securities: 0.75% - 1.25%
These fees are negotiable and are deducted from your account quarterly, in advance.
Location
New York, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Summer Creek Wealth Management, LLC
Previous Registrations
Tiaa-Cref Advice and Planning Services
State Registrations1 state
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