Pierre-Emmanuel Jouve is a CFP-designated registered investment advisor at Insurawealth, LLC, based in Tampa, FL, with 13 years of industry experience. Pierre-Emmanuel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning. Their firm serves 101 clients with $17M 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 $250K | 0.90% |
| $250K - $500K | 0.80% |
| $500K - $1000K | 0.70% |
| $1M+ | 0.65% |
Fees are negotiable. The same fee schedule applies to both direct investment management and investment advisory services using outside managers.
Fee Estimator
Location
Tampa, FL
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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 Activities
Pierre-Emmanuel is the founder of Parkbo, LLC, a fintech (non-advisory) company, since April 2020. He dedicates about 10-20% of his time to this role, with no work occurring during securities trading hours.
Employment History
Current Registrations
Insurawealth, LLC
Previous Registrations
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
New England Securities Corporation
New England SecuritiesBroker
State Registrations3 states
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.