Jessica Reddy is a CFP-designated registered investment advisor at Drake & Associates, LLC, based in Waukesha, WI, with 6 years of industry experience. Jessica operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 3,401 clients with $610M 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 | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.80% |
| $5M+ | 0.65% |
Fees are negotiable based on client needs and situation complexity. Certain accounts on Plan Confidence may be grandfathered at 0.50%.
Fee Estimator
Location
20965 Crossroads Circle, Waukesha, WI, 53186
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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 →Other Business Activities
Jessica is the founder, owner, and coach at Jessica Reddy Coaching, providing executive coaching to professional women since 2010. She dedicates a few hours per week to this activity.
Employment History
Current Registrations
Drake & Associates, LLC
Previous Registrations
Catalyst Financial Planning & Investment Management Corporation
State Registrations1 state
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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