Jessica Kanser
Jessica Kanser is a registered investment advisor at Smith Thornton Advisors, LLC, based in Huntsville, AL, with 12 years of industry experience. Jessica operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 327 clients with $730M 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 $100K | 2.50% |
| $100K - $1000K | 2.00% |
| $1.0M - $10.0M | 1.75% |
| $10M+ | 1.50% |
Fees are negotiable. For accounts under $100,000, a fixed fee may be charged instead of a percentage.
Fee Estimator
Location
626 Clinton Avenue West, Suite 100, Huntsville, AL, 35801
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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 ActivitiesSells Insurance
Jessica is an insurance agent since 2022, selling various insurance products and dedicating minimal time to this activity. She also serves as a board member for the Huntsville Art Museum Foundation, dedicating minimal time to fundraising and promoting the museum.
Employment History
Current Registrations
Smith Thornton Advisors, LLC
Previous Registrations
Members Capital Advisors, INC.
CUNA Brokerage Services, INC.Broker
Gwfs Equities, INC.Broker
Bbva Securities INC.Broker
State Registrations2 states
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.