Jasmine Gautam is a registered investment advisor at Launch Financial Planning, based in Andover, MA, with 5 years of industry experience. Jasmine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 59 clients with $50M 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 $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
The annual fee may be negotiable.
Fee Estimator
Location
Andover, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Launch Financial Planning
State Registrations3 states
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