Jessica Krusey
Jessica Krusey is a CFP-designated registered investment advisor at Ehrlich Financial Group, based in Laguna Niguel, CA, with 20 years of industry experience. Jessica operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 207 clients with $250M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ehrlich Financial Group's investment management fees range from 0.40% to 2.00% annually, based on the scope and complexity of services, the amount of assets managed, and the overall client relationship. Fees are paid monthly, at the beginning of each calendar month, based on the time-weighted daily average of the previous month. Fees may be negotiable.
Location
28202 Cabot Road, Suite 425, Laguna Niguel, CA, 92677
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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
Jessica is an insurance agent, dedicating minimal time to insurance sales and servicing. This activity occurs during trading hours.
Employment History
Current Registrations
Ehrlich Financial Group
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Tiaa-Cref Individual & Institutional Services, LLCBroker
Advice and Planning Services
Mdt Advisers, a Division of Federated Mdta LLC
Federated Global Investment Management CORP.
Federated Securities CORP.
Federated Securities CORP.Broker
Federated Investment Counseling
Morgan Stanley Dw INC.Broker
State Registrations2 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.