Jennifer Failla
Jennifer Failla is a CFP-designated registered investment advisor at Strada Wealth Management, LLC, based in Austin, TX, with 18 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 31 clients with $21M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Strada Wealth Management offers an Investment Management Program for clients with at least $2,000,000 in household liquid net worth. The fees are flat and billed quarterly, based on the complexity of the estate:
- $2,000,000 - $3,500,000: $15,000 per year
- $3,500,001 - $5,000,000: $17,000 per year
- $5,000,001 - $7,500,000: $20,000 per year
- $7,500,001 - $10,000,000: $25,000 per year
- $10,000,001 - $15,000,000: $30,000 per year
- $15,000,001 and above: $45,000 per year
These fees are negotiable. If your assets fall below $2,000,000, Strada will discuss the ongoing fee structure with you.
Contact
Jennifer Failla
Location
3701 Bee Caves Rd, Ste 104, Austin, TX, 78746
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2023Employment History
Current Registrations
Strada Wealth Management, LLC
Previous Registrations
H. Beck, INC.
H. Beck, INC.
Bryant Investment Management Group, LLC
H. Beck, INC.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
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
Additional Information
As a fiduciary, Jennifer partners with clients and legal counsel to form strong teams that guide and educate families around the more complex financial issues in marital division.