Jennifer Smith is a CFP-designated registered investment advisor at Apella Wealth, based in Larkspur, CA, 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 Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 8,503 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Standard annual advisory fee for new client relationships is up to 1.50% of assets under management, with a maximum rate of 1.70% on certain acquired accounts. Fees are negotiable and use a tiered breakpoint structure depending on the agreement.
Fee Estimator
Contact
Jennifer Smith
Location
1100 Larkspur Landing Circle, Suite 355, Larkspur, CA, 94939
Get directionsHistory
Regulatory History (1)
Criminal
May 1984Employment History
Current Registrations
Apella Wealth
Previous Registrations
Financial Connections Group, INC.
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.
Exams
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