Jennifer Meldrim is a registered investment advisor at Solaris Strategic Wealth, based in Henderson, NV, with 2 years of industry experience. Jennifer is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.30% |
| $500K - $1.0M | 1.15% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5M+ | 0.85% |
Fees are individually negotiated and billed monthly in arrears based on average daily balance. Maximum portfolio management fee will not exceed 1.30%.
Fee Estimator
Location
Henderson, NV
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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 operates Money Counts Inc. and Solaris Strategic Wealth as DBAs for her LPL business, dedicating full-time hours to each.
Employment History
Current Registrations
Solaris Strategic Wealth
The Leaders Group, INC.
The Leaders Group, INC.Broker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations3 states
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
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