Jennifer Poore is a CFP-designated registered investment advisor at Ifps, based in Orlando, FL, with 20 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 27 clients with $4.1M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 0.90% |
| $100K - $250K | 0.70% |
| $250K - $500K | 0.50% |
| $500K - $1.0M | 0.30% |
| $1M+ | 0.20% |
Fees are negotiable.
Fee Estimator
Location
Orlando, FL
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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 the COO/CFO of Integrated Loyalty Systems, Inc., a managing member of Moondance Enterprises LLC (rental property), and involved in book writing and publishing. She also dedicates about a quarter of her time to sales of interests in real estate syndicates.
Employment History
Current Registrations
Ifps
Integrated Financial Planning Services
Integrated Financial Planning ServicesBroker
Previous Registrations
PFS Investments INC.Broker
State Registrations4 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.