Jennelle Vestal is a registered investment advisor at Crescent Grove Advisors, based in Atlanta, GA, with 18 years of industry experience. Jennelle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 381 clients with $5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Crescent Grove Advisors charges a percentage of the assets they manage for investment management services. This fee varies from 0.10% to 1.25% annually, depending on the size and composition of your portfolio. The fee is calculated quarterly, based on the average daily account balance. For OCIO relationships, the fee ranges from 0.30% to 0.60% annually. Keep in mind that independent managers also charge their own fees, ranging from 0.10% to 2.00%.
Location
3290 Northside Parkway NW Suite 610, Atlanta, GA, 30326
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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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Jennelle works as an independent contractor providing dog sitting services in Atlanta, GA since 2014. This activity, which is not investment-related, takes a few hours per week outside of business hours.
Employment History
Current Registrations
Crescent Grove Advisors
Previous Registrations
Morgan StanleyBroker
Morgan Stanley
UBS Financial Services INC.
UBS Financial Services INC.Broker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Stanford Group Company
Stanford Group CompanyBroker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, 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.