Jennifer Aguerrebere is a registered investment advisor at Greenwood Family Advisors LLC, based in Miami, FL, with 18 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 16 clients with $330M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Greenwood Family Advisors' fees are based on a percentage of the assets they manage for you or a fixed amount, which is agreed upon with each client. The fee will not exceed 1.5%. Fees are typically paid after the services are provided, but some agreements may have fees paid in advance.
Location
1395 Brickell Ave, Suite 800, Miami, FL, 33131
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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 →Other Business Activities
Jennifer is a managing member of GDP Investment Consulting LLC, providing consulting services since June 2021. This activity takes about 10-20% of her time.
Employment History
Current Registrations
Greenwood Family Advisors LLC
Previous Registrations
Bolton Global Asset Management
Bolton Securities CorporationBroker
Bolton Global CapitalBroker
Deutsche Bank Securities INC.
Deutsche Bank Securities 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.