Jessica Burch is a CFP-designated registered investment advisor at Winnow Wealth, LLC, based in Waco, TX, with 10 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, Insurance Planning, Investment Management, and 1 more. Their firm serves 370 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Winnow Wealth's investment advisory fees range from 0.10% to 1.20% annually, based on factors like the scope and complexity of services, the amount of assets managed, and the overall relationship. The minimum fee is $250 per month. The fees are calculated based on the average daily balance of assets under management.
Location
200 W. Highway 6 Ste. 330, Waco, TX, 76712
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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 works for Brookstone Wealth Advisors providing investment advisory services, dedicating about 20% of her time. She is also an independent licensed insurance agent selling life, long-term care, disability, and annuity policies, spending a few hours per week on this. Additionally, Jessica is the CFO of Iron Horse Equipment Solutions LLC, an oil & gas asset management company owned by her spouse, spending about a quarter of her time on bookkeeping, financial statements, and tax returns.
Employment History
Current Registrations
Winnow Wealth, LLC
Brookstone Wealth Advisors, LLC
Previous Registrations
Regal Investment Advisors LLC
Wealth Watch Advisors, LLC
State Registrations1 state
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