Jacqueline Battista
Jacqueline Battista is a CFP-designated registered investment advisor at Corepath Wealth Partners LLC, based in Scottsdale, AZ, with 14 years of industry experience. Jacqueline 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, High Net Worth, and 3 more. Their firm serves 230 clients with $260M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CorePath's investment management fee ranges from 0.25% to 1.50% annually, based on the complexity of services, assets managed, reporting requirements, and the overall relationship. Fees are paid quarterly in advance, based on the market value of the account at the end of the prior quarter. For assets managed through third-party platforms, no additional platform fees are charged.
Location
7114 E. Stetson Drive, Suite #205, Scottsdale, AZ, 85251
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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 ActivitiesSells Insurance
Jacqueline is a licensed insurance professional, but the activity is non-advisory. She also works as a dance teacher at Dual Star Dance Studio, dedicating minimal time to this role.
Employment History
Current Registrations
Corepath Wealth Partners LLC
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations1 state
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