Jessica Gilbert is a CFP-designated registered investment advisor at Mullaney Keating & Wright INC, based in Middletown, CT, with 16 years of industry experience. Jessica operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 185 clients with $340M 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 | 0.80% |
| $500K - $1.0M | 0.60% |
| $1.0M - $2.0M | 0.40% |
| $2.0M - $5.0M | 0.30% |
| $5M+ | 0.30% |
Fees negotiable for amounts over $5,000,000.
Fee Estimator
Location
386 Main Street, Suite 501, Middletown, CT, 06457
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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 owns multiple rental real estate properties in New Jersey, Illinois, and Connecticut. These activities are investment-related.
Employment History
Current Registrations
Mullaney Keating & Wright INC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Voya Investment Management CO. LLC
Voya Investments Distributor, LLCBroker
Ing Financial Advisers, LLCBroker
State Registrations1 state
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