Jennifer Hutchins
Jennifer Hutchins is a CFA-designated registered investment advisor at CBIZ Investment Advisory Services, LLC, based in Dallas, TX, with 21 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 2,658 clients with $10B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CBIZ Investment Advisory Services offers investment management through various programs:
- Private Wealth Services: Fees range from 0.10% to 2.0% annually, plus fees charged by third-party managers, strategists, Fidelity, Schwab, and Envestnet. CBIZ IAS receives an additional management fee of 0.05% for CBIZ Select Portfolios.
- American Funds Managed Portfolios: Fees range from 0.45% to 0.75% annually.
- InR Team Wrap Program: Annual fees range from 0.10% to 2.0% and include trade execution, custody, reporting, and investment advisory fees.
- InR Team Non-Wrap Fee Services: Annual fees range from 0.10% to 2.0%.
Fees are calculated quarterly in advance based on the market value of the account. Prepaid, unearned fees are refunded upon termination.
Location
4849 Greenville Ave, suite 1000, Dallas, TX, 75206
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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
Jennifer judges gymnastic ability at gymnastics meets for the American Gymnastics Association, dedicating about 10-20% of her time to this non-investment related activity. She also occasionally participates in market research studies on various topics, spending minimal time on this activity.
Employment History
Current Registrations
CBIZ Investment Advisory Services, LLC
Previous Registrations
Cetera Financial Specialists LLCBroker
Cetera Advisors LLCBroker
Cetera Investment Services LLCBroker
Cetera Wealth Services, LLCBroker
Avantax Planning Partners, INC.
Avantax Investment Services, INC.Broker
Avantax Advisory Services
1st Global Advisors INC
1st Global Capital CORP.Broker
H. Beck, INC.
H. Beck, INC.
H. Beck, INC.Broker
1st Global Capital CORP.Broker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
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.