Jennie Fleming
Jennie Fleming is a registered investment advisor at Hbw Advisory Services LLC, based in Winfield, IL, with 21 years of industry experience. Jennie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 13,864 clients with $1.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
HBW Advisory Services charges an annual fee based on a percentage of the assets they manage for you, but the brochure does not specify the exact percentage. The fee is determined by factors like the amount you invest, the complexity of your investments, and your financial goals. The fee is typically paid quarterly. HBW also has an online portfolio management platform with fees up to 1.50% annually.
Location
27W460 Beecher Avenue, Suite C, Winfield, IL, 60190
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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 ActivitiesSells Insurance
Jennie is a notary public, an investment advisor representative with Winfield Wealth Advisors, and a member of the Greater Winfield Chamber of Commerce. She is also an insurance agent obtaining quotes for life insurance and long-term care insurance, refers clients to Encorestate Plans for trusts and wills, refers clients to Estate Guru for estate planning services, and prepares tax returns using Tax Act Pro.
Employment History
Current Registrations
Hbw Advisory Services LLC
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ids Life Insurance CompanyBroker
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.