Jennifer Hipkiss is a CFP-designated registered investment advisor at Fiduciaone, based in Pewaukee, WI, with 10 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, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 42 clients with $35M 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 $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1.0M - $2.5M | 0.80% |
| $2.5M - $5.0M | 0.65% |
| $5M+ | 0.65% |
Fees are generally negotiable.
Fee Estimator
Location
N27 W23953 Paul Rd., Suite 105, Pewaukee, WI, 53072
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 →Other Business ActivitiesSells Insurance
Jennifer is an enrolled agent tax advisor and an agent for life and Medicare supplement insurance companies, receiving commissions for products sold. She also serves as a volunteer board member for Adeline Montessori School, dedicating minimal time to this role.
Employment History
Current Registrations
Fiduciaone
Previous Registrations
Harbour Investments, INC.
Harbour Investments, INC.Broker
Thrivent Investment Management INC.Broker
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
Thrivent Investment Management INC.
Cuso Financial Services, L.P.Broker
Cuso Financial Services, L.P.
Capital Brokerage CorporationBroker
Nylife Securities 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.