Jessica Skolnick is a CFA, CFP-designated registered investment advisor at Mindi Financial, based in Beacon, NY, with 13 years of industry experience. Jessica operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.80% |
| $4M+ | 0.60% |
Mindi Financial enforces a $5,000 minimum annual fee. Portfolios under $500,000 pay this $5,000 minimum. Fees are negotiable.
Fee Estimator
Location
Beacon, NY
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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 →Employment History
Current Registrations
Mindi Financial
Previous Registrations
Archer Investment Management
Gitterman Wealth Management, LLC
Vanderbilt Securities, LLCBroker
Invesco Distributors, INC.Broker
Oppenheimerfunds Distributor, INC.Broker
American Portfolios Financial Services, INC.Broker
Ladenburg Thalmann Asset Management INC
Ladenburg Thalmann & CO. INC.Broker
Gfi Securities LLCBroker
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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