Jennifer Smalley
Jennifer Smalley is a registered investment advisor at Wickham Financial & Insurance Services, based in Marietta, GA, with 10 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 284 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.55% |
Maximum annual fee charged for Comprehensive Portfolio Management service. Fees are negotiable.
Fee Estimator
Location
331 Washington Avenue Ne, Marietta, GA, 30060
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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
Wickham Financial & Insurance Services
Previous Registrations
Thrivent Investment Management INC.Broker
Thrivent Investment Management INC.
State Registrations1 state
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.