NJ
NJ
Neil Jessen is a registered investment advisor at Sun Valley Advisors, INC., based in Hailey, ID, with 13 years of industry experience. Neil operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 35 clients with $16M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
35 clients
Average Client Portfolio
$470K average
Assets Under Management
$16.4M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.88% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.60% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Hailey, ID
Get directionsHistory
Regulatory History (1)
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Regulatory
January 2017Final
Employment History
Current Registrations
Sun Valley Advisors, INC.
October 2012 - Present · 13 yrs 7 mos
State Registrations1 state
CA
Advisor
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.
Exams
No exam information available for this advisor.