Jennie Spurlock is a CFP-designated registered investment advisor at William Mack & Associates INC, based in Narragansett, RI, with 9 years of industry experience. Jennie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 965 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $1.5M | 0.80% |
| $1.5M+ | 0.60% |
Fees are negotiable based on account size and client circumstances.
Fee Estimator
Location
Narragansett, RI
Get directionsHistory
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 Activities
Jennie is a part-owner in several agriculture-related businesses, including Triple S Supply LLC, Jennie Spurlock Farms, N&M Spurlock LP, Early Settlers Farm LLC, and Spurlock Generations LLC. She spends minimal time on Triple S Supply LLC, Early Settlers Farm LLC, and Spurlock Generations LLC, about 10-20% of her time on Jennie Spurlock Farms, and a few hours per week on N&M Spurlock LP.
Employment History
Current Registrations
William Mack & Associates INC
Previous Registrations
Plante Moran Financial Advisors
State Registrations3 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
More Advisors
- Ian Devine, CFPEdward Jones