Jennifer Rayner is a registered investment advisor at Wealth Rescue Strategies, INC., based in San Diego, CA, with 16 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Retirement Planning. Their firm serves 8 clients with $59M in assets under management.
Wealth Rescue Strategies offers wealth management services with fees billed quarterly, either deducted by the custodian or invoiced directly. Clients can choose between a combination of a base fee and a percentage of the portfolio, or a fixed annual fee. The percentage-based fee is calculated on the average daily balance of the previous quarter. Fees are generally negotiable.
San Diego, CA
Get directionsJennifer is the President, Owner, and Founder of MoniWell, SPC, a financial education company, since 2020. She dedicates approximately 10 hours a week to business development.
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