Jacqueline Webster is a CFP-designated registered investment advisor at Finwell, INC., based in Nashville, TN, with 11 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, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 131 clients with $73M 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 | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $20.0M | 0.25% |
| $20M+ | 0.25% |
Fees may be negotiated based on relationship type, group rates, and market conditions. Minimum AUM fee of $3,125 for accounts under $250,000. Minimum financial planning fee of $1,999 for accounts between $250,001 and $1,000,000.
Fee Estimator
Location
709 Merrit Avenue, Nashville, TN, 37213
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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 →Employment History
Current Registrations
Finwell, INC.
Previous Registrations
Cahaba Wealth Management, INC.
UBS Financial Services INC.Broker
UBS Financial Services INC.
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
State Registrations2 states
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