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Jesse Ellington

8 Years of Experience
Richmond, VA

Jesse Ellington is a registered investment advisor at Dover Advisors, LLC, based in Richmond, VA, with 8 years of industry experience. Jesse 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, Investment Management, Retirement Planning. Their firm serves 128 clients with $380M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
128 clients
Average Client Portfolio
$2.9M average
Assets Under Management
$375.7M

Fee Structure

Dover Advisors charges a percentage of your portfolio each year for wealth management services. The fees range from 0.30% to 1.25% annually, depending on the complexity of the services, the amount of assets managed, and the overall relationship. The fee is calculated based on the market value of your investments at the end of the previous quarter. Clients may also pay additional fees to independent managers if Dover Advisors recommends using them.

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Location

Richmond, VA

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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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Employment History
Current Registrations
Dover Advisors, LLC
June 2022 - Present · 3 yrs 11 mos
Previous Registrations
Solaris Capital, LLC
January 2005 - March 2010 · 5 yrs 2 mos
State Registrations1 state
VA
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.
Jesse Ellington - Financial Advisor | TrueAdvisor