Jenny Malmquist is a registered investment advisor at Provider Financial, INC., based in Indianapolis, IN, with 2 years of industry experience. Jenny operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 505 clients with $300M 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 | 2.05% |
| $250K - $500K | 1.75% |
| $500K - $750K | 1.60% |
| $750K - $1.3M | 1.40% |
| $1.3M - $1.8M | 1.30% |
| $1.8M - $3.0M | 1.15% |
| $3.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fee is negotiable based upon the size of the client’s account(s).
Fee Estimator
Location
3091 East 98th Street, Suite 200, Indianapolis, IN, 46280
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Provider Financial, INC.
State Registrations1 state
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