Jennifer Morrell is a CFP-designated registered investment advisor at Wakely Investment Management, based in Wakefield, MA, 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 Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 57 clients with $87M 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 | 1.00% |
Annual fee ranges from 0.00% to 1.00% of assets under management. Fees and account minimums may be negotiable based on aggregate family holdings, portfolio size, and engagement complexity.
Fee Estimator
Contact
Jennifer Morrell
Location
Wakefield, MA
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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
Wakely Investment Management
Previous Registrations
Nevils Financial, LLC
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.
Exams
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