Jessi Hawk
Jessi Hawk is a ChFC-designated registered investment advisor at Hawk Capital Wealth Management LLC, based in Walnut Creek, CA, with 18 years of industry experience. Jessi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 5 clients with $3.7M 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 $1.0M | 2.00% |
| $1M+ | 1.50% |
Fees are negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Location
Walnut Creek, CA
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2008Other Business Activities
Jessi is the CEO/IAR of Hawk Capital Wealth Management, an RIA firm. This is a full-time commitment for Jessi.
Employment History
Current Registrations
Hawk Capital Wealth Management LLC
Previous Registrations
The Leaders Group, INC.Broker
Sierra Pacific Financial Advisors
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Scottrade Investment Management
Scottrade, INC.Broker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Signator Investors, INC.Broker
Signator Investors, INC.
LPL Financial LLCBroker
LPL Financial LLC
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
AXA Advisors, LLC
AXA Advisors, 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.