Jenifer Sapel
Jenifer Sapel is a ChFC-designated registered investment advisor at Bright Advisors, based in Greenwood Village, CO, with 22 years of industry experience. Jenifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 178 clients with $130M 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 | 2.00% |
Standard fee is up to 2% of assets under management. Specific fee schedules may be tiered, a flat percentage, or a flat dollar amount.
Fee Estimator
Location
Greenwood Village, CO
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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
Jenifer provides investment advisory services through WCG Wealth Advisors, LLC, operating under two DBAs, and dedicates full-time hours to these activities. She also engages in fixed, non-variable, and variable insurance sales and works as Head of Practice Operations for Bright Mountain's, LLC, spending a few hours per week.
Employment History
Current Registrations
Bright Advisors
Previous Registrations
The Wealth Consulting Group
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Park Avenue Securities LLC
MML Investors Services, LLC
MML Investors Services, LLCBroker
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
Metropolitan 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.
Exams
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