Jennifer Jones is a CFP-designated registered investment advisor at Focus Partners Wealth, LLC, based in Raleigh, NC, with 12 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 14 more. Their firm serves 62,466 clients with $180B in assets under management.
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Fee Structure
Focus Partners charges an annual fee based on a percentage of your portfolio value, generally up to 1.25%, with a minimum annual fee of $5,000. Fees are typically billed quarterly in advance and vary depending on the amount of assets managed, the scope of services, and the specific relationship history. In addition to the main management fee, certain specialized strategies carry additional charges: the Options Income Overlay and Index Income Overlay strategies charge an annual fee of 0.75% on the notional value target, and the TrendWise strategy charges an additional 0.25% per year over the standard management rate.
Location
Raleigh, NC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Focus Partners Wealth, LLC
Previous Registrations
Gratus Capital, LLC
Gratus Capital Management, LLC
Deloitte & Touche Investment Advisors LLC
State Registrations1 state
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