Jennifer Street is a registered investment advisor at Claro Advisors INC., based in Boston, MA, 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 Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 1,123 clients with $1.4B 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 | 1.50% |
Annual advisory fees range from 0.50% to 1.50% based on complexity, asset level, and services. Fees are negotiable at the firm's discretion.
Fee Estimator
Location
100 High Street, Suite 950, Boston, MA, 02110
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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 is a Branch Office Principal at Mutual Securities, Inc., a brokerage firm regulated by FINRA, since 2015. She spends about 10-20% of her time supervising advisory persons who are also registered representatives, but does not effect securities transactions for commissions.
Employment History
Current Registrations
Claro Advisors INC.
Previous Registrations
Mutual Securities, INC.Broker
Corby Asset Management
Corby Asset Management LLC
Corby Capital Markets, 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.
Exams
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