Jennifer Climo is a CFP-designated registered investment advisor at Milestone Financial Planning, LLC, based in Bedford, NH, with 22 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 257 clients with $590M 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $6.0M | 0.60% |
| $6.0M - $10.0M | 0.40% |
| $10.0M - $15.0M | 0.35% |
| $15M+ | 0.30% |
Fees may be negotiable at Milestone's discretion. Clients are subject to a minimum annual fee of $10,000, which may be waived.
Fee Estimator
Contact
Jennifer Climo
Location
3 Executive Park Drive, Suite 200, Bedford, NH, 03110
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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
Jennifer is the sole owner and president of Jennifer L. Climo CPA PC, a tax preparation business, spending about half her time there from January to April and minimal time the rest of the year. She also serves as a Finance Elder at Bedford Presbyterian Church and a Manager at Ocean Life Realty, LLC, dedicating a few hours per week to each.
Employment History
Current Registrations
Milestone Financial Planning, LLC
Previous Registrations
Milestone Financial Planning, LLC
Milestone Financial Planning, INC.
State Registrations3 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
Additional Information
Specialties: