Jerod Fenton is a CFP-designated registered investment advisor at Red Seven, based in Escondido, CA, with 19 years of industry experience. Jerod operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 238 clients with $84M 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 - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
RED Seven may charge up to 1.50% management fee on multi-employer retirement plans with no maximum annual fee. If RED Seven directs clients to third-party advisors on Envestnet, Goldman Sachs and Brookstone platforms, those advisors charge additional fees ranging from 0.25% to 1.00% per year. These fees are not negotiable.
Fee Estimator
Location
960 Canterbury Place Suite 380, Escondido, CA, 92025
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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
Jerod is independently licensed to sell insurance and annuity products through various insurance companies and may receive commissions. Clients are not obligated to purchase insurance products through Jerod and can choose any independent agent.
Employment History
Current Registrations
Red Seven
Previous Registrations
Total Wealth Management INC.
Cambridge Investment Research Advisors, INC.
Strongtower Financial, INC.
Capital Resource Management, 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.