Jennifer Kielczewski
Jennifer Kielczewski is a registered investment advisor at The Westchester Group, LLC, based in Ottawa Hills, OH, with 7 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 23 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The Westchester Group's investment advisory fees are calculated as a percentage of the value of your portfolio. These fees are typically paid monthly, based on the value of your investments at the end of the month. Some investments, like mutual funds and variable annuities, have their own fees that will also reduce your investment value.
Location
Ottawa Hills, OH
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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.
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The provided text only mentions "Mariemont Capital" without specifying Jennifer's role or activities. Therefore, it's impossible to determine Jennifer's other business activities or whether she sells insurance products.
Employment History
Current Registrations
The Westchester Group, LLC
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.