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Jennifer Arps

15 Years of Experience
Kennebunk, ME
Sells Insurance

Jennifer Arps is a registered investment advisor at Atlantic Coast Financial, based in Kennebunk, ME, with 15 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 248 clients with $60M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
248 clients
Average Client Portfolio
$241K average
Assets Under Management
$59.6M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1000K1.25%
$1.0M - $3.0M1.00%
$3M+0.90%

Fees may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

69 York St, Suite 3, Kennebunk, ME, 04043

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Jennifer is involved in insurance sales, dedicating minimal time to this non-investment related activity.

Employment History
Current Registrations
Atlantic Coast Financial
January 2021 - Present · 5 yrs 4 mos
Previous Registrations
Salem Advisory Group LLC
January 2013 - January 2021 · 8 yrs
H. Beck, INC.
December 2012 - July 2014 · 1 yr 7 mos
Primevest Financial Services, INC.
November 2011 - September 2012 · 10 mos
Sorrento Pacific Financial, LLC
September 2010 - November 2011 · 1 yr 2 mos
State Registrations4 states
FLMAMENH
Advisor

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
No exam information available for this advisor.