Jacquelynn Capriano is a registered investment advisor at Your Wealth Matters LLC, based in St. Louis, MO, with 10 years of industry experience. Jacquelynn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 131 clients with $63M 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 | 0.99% |
Fees are negotiable. This fee is separate from any expense ratio associated with the funds in which the portfolio will be invested.
Fee Estimator
Location
10733 Sunset Office Drive, Suite 425, St. Louis, MO, 63127
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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.
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Jacquelynn is a lawyer and partner at Your Estate Matters, L.L.C. d/b/a Amen, Gantner & Capriano, an estate planning and elder law firm. She receives a salary and 25% of the profits from the business.
Employment History
Current Registrations
Your Wealth Matters LLC
State Registrations1 state
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