Jarrod Winkcompleck
Jarrod Winkcompleck is a CFP, ChFC-designated registered investment advisor at Gap Financial Services or Gap Financial, based in Austin, TX, with 27 years of industry experience. Jarrod operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 3 more. Their firm serves 87 clients with $100M 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 $500K | 0.95% |
| $500K - $1.0M | 0.85% |
| $1.0M - $1.5M | 0.80% |
| $1.5M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $4.0M | 0.65% |
| $4M+ | 0.50% |
Fees are negotiable. A separate fixed fee could be negotiated instead of the tiered fee.
Fee Estimator
Contact
Jarrod Winkcompleck
Location
Austin, TX
Get directionsHistory
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 →Employment History
Current Registrations
Gap Financial Services or Gap Financial
Previous Registrations
Kestra Investment Services, LLCBroker
Kestra Advisory Services, LLC
Durbin Bennett Private Wealth Management, LLC
Century Management
USAA Financial Advisors, INC.Broker
USAA Financial Planning Services
USAA Investment Management CompanyBroker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Fidelity Brokerage Services, INC.Broker
State Registrations2 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.