Jessi Chadd is a CFP-designated registered investment advisor at Aspyre Wealth Partners, based in Overland Park, KS, with 16 years of industry experience. Jessi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 329 clients with $670M 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 | 1.20% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees may be negotiable. If portfolio assets under management are valued at less than $250,000, Aspyre Wealth Partners may impose a minimum annual investment management fee of $3,000.
Fee Estimator
Location
10000 College Blvd., Suite 260, Overland Park, KS, 66210
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Aspyre Wealth Partners
State Registrations1 state
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