Jamie Englebert is a registered investment advisor at Englebert Financial Advisers, LLC, based in Allentown, PA, with 4 years of industry experience. Jamie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 290 clients with $150M 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 | 1.50% |
| $1.0M - $3.0M | 1.30% |
| $3.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.10% |
| $10M+ | 1.00% |
The Adviser can offer fees that differ from our published rates for charitable Clients, employees and their families, Clients with unusual portfolios or service needs, and as required for competitive reasons.
Fee Estimator
Location
1275 Glenlivet Drive, Suite 335, Allentown, PA, 18106
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Englebert Financial Advisers, LLC
State Registrations2 states
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