Jennifer Simes is a CFP-designated registered investment advisor at Carl P. Sherr & CO., LLC, based in Worcester, MA, with 23 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, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 292 clients with $510M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees generally range from 0.50% to 1.50% annually based on a percentage of assets under management. Fees are negotiable on a client-by-client basis.
Fee Estimator
Location
446 Main Street, Worcester, MA, 01608
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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
Carl P. Sherr & CO., LLC
Previous Registrations
Carl P. Sherr & CO., LLCBroker
Boyd Financial Strategies, INC.
Allmerica Investments, 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.
Exams
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