Jennifer Clifford is a CFP-designated registered investment advisor at Embree Financial Group, based in Chicago, IL, 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, and 1 more. Their firm serves 936 clients with $2.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Embree Financial charges a percentage of your portfolio to manage your investments. The exact fee can be negotiated based on the services provided and the amount you invest. The maximum you would be charged is 1.5% per year. Fees are billed quarterly, in advance.
Location
440 N Wells St, Suite 530, Chicago, IL, 60654
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jennifer owns SISU FOR ME LLC and provides consulting services for divorcing individuals. This activity takes about 10-20% of her time.
Employment History
Current Registrations
Embree Financial Group
State Registrations2 states
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