Jennifer to is a registered investment advisor at Counterpoint Asset Management LLC, based in San Diego, CA, with 9 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 270 clients with $91M 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 | 1.60% |
| $500K - $1.0M | 1.30% |
| $1M+ | 0.95% |
Counterpoint may receive total fee compensation of up to 2.0% per year because 50% of the account may be invested in funds managed by Counterpoint Mutual Funds, which are owned by the same people who own Counterpoint Asset Management.
Fee Estimator
Location
12760 High Bluff Drive #280, San Diego, CA, 92130
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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.
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Jennifer works as an investment analyst at Counterpoint Mutual Funds since 2016, dedicating about full-time hours to this role. She manages investment portfolios of an affiliated mutual fund advisor.
Employment History
Current Registrations
Counterpoint Asset Management LLC
State Registrations1 state
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