Jennifer Norris
Jennifer Norris is a registered investment advisor at Clear Trail Advisors, LLC, based in Houston, TX, with 17 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Insurance Planning, and 2 more. Their firm serves 376 clients with $800M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clear Trail Advisors charges a maximum of 1.50% annually for portfolio management services. This fee is calculated quarterly in advance based on the value of your account. Adjustments are made for large deposits or withdrawals. The fee is negotiable based on your individual circumstances and account type. Family members' account values can be combined to potentially lower the fee. Fees are deducted directly from your account with written authorization.
Location
5847 San Felipe St., Suite 950, Houston, TX, 77057
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Regulatory History (1)
Financial
July 2017Employment History
Current Registrations
Clear Trail Advisors, LLC
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, 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.