Jenna Biancavilla
Jenna Biancavilla is a registered investment advisor at 17 Capital Partners, LLC, based in Phoenix, AZ, with 15 years of industry experience. Jenna 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 131 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Pearl Capital Management offers investment management services for an annual fee that varies between 0% and 2.00% of the assets they manage. The specific fee is negotiable and depends on the size and composition of your portfolio, as well as the services you need. The fee is calculated each quarter based on the value of your investments on the last day of the previous quarter.
Location
4417 N. 40th Street, Suite 300, Phoenix, AZ, 85018
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2021Other Business Activities
Jenna is a mortgage loan originator and producing branch manager since 2014, dedicating minimal time to this activity. She is also the owner and sole member of Pearl Companies, LLC, and works for Svvy, LLC, a financial technology firm, dedicating a few hours per week to each.
Employment History
Current Registrations
17 Capital Partners, LLC
Previous Registrations
Berthel Fisher & Company Financial Services, INC.
Next Financial Group, INC.
Berthel Fisher & Company Financial Services, INC.
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.