Jennifer Strymecki
Jennifer Strymecki is a registered investment advisor at Transition Financial Advisors Group, LLC, based in Gilbert, AZ, with 7 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Cross-Border Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 149 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.65% |
| $5.0M - $7.0M | 0.50% |
| $7.0M - $10.0M | 0.40% |
| $10.0M - $15.0M | 0.25% |
| $15M+ | 0.10% |
Rates shown are for U.S.-based clients. Canada-based clients have a separate schedule starting at 1.20% for the first $1M. Fees are negotiable and the firm may charge a lesser fee or flat fee in its sole discretion.
Fee Estimator
Location
2487 S. Gilbert Road, 106-618, Gilbert, AZ, 85295
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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
Transition Financial Advisors Group, LLC
Previous Registrations
Cardinal Point Wealth Management
Cardinal Point Wealth Management
Cardinal Point Wealth Management, LLC
Cardinal Point Capital Management, Ulc
State Registrations4 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.
Exams
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