BJ
BJ

Brent Jenkins

14 Years of Experience
Columbus, OH
Sells Insurance

Brent Jenkins is a registered investment advisor at Grant Street Wealth Management, LTD., based in Columbus, OH, with 14 years of industry experience. Brent 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, Retirement Planning, and 1 more.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$10K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $499K1.25%
$499K - $1000K1.00%
$1.0M - $2.0M0.80%
$2.0M - $4.0M0.60%
$4M+0.40%

Fees are for investment consulting, pension consulting, and selection/monitoring of other advisors. Advisory fees charged by recommended third-party money managers, such as SEI, are separate and in addition to our advisory fees. The maximum annual SEI Fee is 1.25%. Regardless, the combined fees (i.e. our fee plus SEI) will not exceed 2.00% annually.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1201 Dublin Rd., Suite 105, Columbus, OH, 43215

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Brent has various outside insurance brokerage contracts and owns Jenkins Photography since 2008. He spends minimal time on the photography business.

Employment History
Current Registrations
Grant Street Wealth Management, LTD.
January 2012 - Present · 14 yrs 4 mos
State Registrations1 state
OH
Advisor

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.

Exams
No exam information available for this advisor.