Jennifer Hartman is a CFP-designated registered investment advisor at Greenleaf Financial Group, based in Los Angeles, CA, 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 Investment Management, Retirement Planning, Tax Planning. Their firm serves 119 clients with $160M 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 $500K | 0.90% |
| $500K+ | 0.50% |
After two years, clients with over $1 million in assets will be charged a flat 0.50% annually. Clients with over $2 million will be charged 0.45% annually, and clients with over $3 million will be charged 0.40% annually. Further reductions may be offered for assets above $4 million.
Fee Estimator
Location
1239 S. Rimpau Blvd., Los Angeles, CA, 90019
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Greenleaf Financial Group
State Registrations2 states
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