Jessica Pincus is a registered investment advisor at Earned Wealth Advisors, LLC, based in Berkeley, CA, with 11 years of industry experience. Jessica operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, Investment Management, Medical Professionals, and 2 more. Their firm serves 1,326 clients with $1.9B 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 | 1.50% |
| $250K - $500K | 1.10% |
| $500K - $1.0M | 0.95% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $25.0M | 0.45% |
| $25.0M - $50.0M | 0.30% |
| $50M+ | 0.15% |
Minimum annual fee of $2,400. OJM legacy clients have a separate fee schedule: Up to $1,000,000: 1.50%; $1,000,001 - $3,000,000: 1.00%; $3,000,001 - $10,000,000: 0.75%; Above $10,000,000: as negotiated.
Fee Estimator
Location
Berkeley, CA
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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
Jessica is an angel investor in Gaingels LLC, a diversity and inclusion-oriented VC fund, since March 2022. She is an investor only and not involved in operations, dedicating no time to this activity.
Employment History
Current Registrations
Earned Wealth Advisors, LLC
Previous Registrations
Earned Wealth
Forge Global Advisors LLC
Forge Securities LLCBroker
Fisher Investments
State Registrations1 state
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