Jenni Opperman
Jenni Opperman is a registered investment advisor at Portus Capital Management, LLC, based in Upper Marlboro, MD, with 8 years of industry experience. Jenni operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 239 clients with $110M 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% |
Fees range between 0% and 2%. The vast majority of clients are billed at 1%, though older accounts may be 0.50%, 0.70%, 0.75%, or 0.90%. Accounts holding options are billed at 2%. Family members typically pay 0%. Fees are negotiable.
Fee Estimator
Location
9604 Weshire Drive, Upper Marlboro, MD, 20774
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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 Activities
Jenni works as a staff accountant at Jason Grubbs, CPA, a CPA firm, processing accounting transactions. This takes about two-thirds of her time and occurs during trading hours.
Employment History
Current Registrations
Portus Capital Management, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
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.
Exams
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