Jennifer Aguirre is a registered investment advisor at Silverstone Private Wealth, based in Kingwood, TX, with 8 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Fees are negotiable and will be memorialized in the client’s advisory agreement.
Fee Estimator
Location
1525 Lakeville Drive, Ste 123, Kingwood, TX, 77339
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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
Silverstone Private Wealth
Previous Registrations
Stirlingshire Investments
Stirlingshire InvestmentsBroker
Foundations Investment Advisors LLC
United Advisors America
Outlook Wealth Advisors, LLC
Navy Federal Investment Services, LLC
Navy Federal Investment Services, LLCBroker
Bbva Wealth Solutions INC.
Bbva Securities INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Morgan StanleyBroker
Morgan Stanley
Next Financial Group, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Ameriprise Financial Services, INC.Broker
State Registrations1 state
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