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Jennifer Piche

Next Level Private LLC
27 Years of Experience
Harrison, NY
Sells Insurance
View SEC Summary
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Jennifer Piche is a registered investment advisor at Next Level Private LLC, based in Harrison, NY, with 27 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 841 clients with $1.4B in assets under management.

Next Level Private LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
13 advisors
Number of Clients
841 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$1.4B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Annual investment advisory fees range from 1.00% to 1.50% based on the scope and complexity of services, asset level, and overall relationship. Fees are negotiable at the firm's discretion.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

500 Mamaroneck Avenue, Suite 501, Harrison, NY, 10528

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Jennifer is a licensed insurance professional at the same address as her advisory business. This activity takes about 10-20% of her time.

Employment History
Current Registrations
Next Level Private LLC
September 2021 - Present · 5 yrs 1 mo
Previous Registrations
UBS Financial Services INC.
November 2011 - September 2021 · 9 yrs 10 mos
UBS Financial Services INC.Broker
November 2011 - September 2021 · 9 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2004 - November 2011 · 7 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2003 - November 2011 · 8 yrs
Wachovia Securities, LLCBroker
November 1999 - October 2003 · 3 yrs 11 mos
Cibc World Markets CORP.Broker
June 1999 - December 1999 · 6 mos
Garvin Guybutler LLCBroker
April 1999 - June 1999 · 2 mos
State Registrations1 state
NY
Advisor

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
No exam information available for this advisor.
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