Jessy Gilger is a CFP-designated registered investment advisor at Gannett Wealth Advisors, based in Middleton, ID, with 10 years of industry experience. Jessy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 3 more. Their firm serves 136 clients with $90M in assets under management.
Compensation
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Average Client Portfolio
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Fee Structure
Gannett Wealth Advisors offers wealth management services for a recurring fixed fee, ranging from $10,000 to $120,000 annually, paid monthly, quarterly, or semi-annually. The fee depends on the client's needs and the complexity of their situation. In certain circumstances, Gannett Wealth Advisors may charge a fee based on a percentage of the value of the account. The annual advisory fee is 1% of the value of the account, paid monthly. For clients who choose to engage with Gannett Wealth Advisors for tax preparation, this service is included with wealth management services at no additional cost.
Location
Middleton, ID
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Gannett Wealth Advisors
Previous Registrations
Eagle Island Financial
Alliance Advisory & Securities, INC
Statheros Financial Solutions, INC.
Securities Service Network, LLCBroker
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Edward Jones
Edward JonesBroker
State Registrations14 states
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