Erika Jensen is a registered investment advisor at Respire Wealth Management, LLC, based in Clyde, NC, with 15 years of industry experience. Erika 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 72 clients with $7.4M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Respire Wealth Management offers investment management through a bundled fee program. Details about the fees are in the Wrap Brochure, which was not provided. Therefore, I cannot provide specific investment management fee information.
Location
Clyde, NC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Respire Wealth Management, LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
State Registrations3 states
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