Jessica Fries is a CFP-designated registered investment advisor at Chlebina Capital, based in Akron, OH, with 18 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 11 clients with $5.1M 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 $750K | 2.00% |
| $750K - $1.3M | 1.75% |
| $1.3M - $2.0M | 1.50% |
| $2.0M - $25.0M | 1.25% |
| $25M+ | 1.00% |
Fee Estimator
Location
843 N. Cleve-Mass Road, Suite Dn-12, Akron, OH, 44333
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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
Jessica is a registered sales assistant at Chlebina Capital Management LLC since 2007, where she is an investment advisor representative. This activity takes a few hours per week.
Employment History
Current Registrations
Private Client Services, LLCBroker
Chlebina Capital
Previous Registrations
Osaic Wealth, INC.Broker
Securities America, INC.Broker
Securities Service Network, LLCBroker
First Allied 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.