Jeannette Bajalia
Jeannette Bajalia is a registered investment advisor at Prosperity Capital Advisors, based in Jacksonville, FL, with 7 years of industry experience. Jeannette 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 7,096 clients with $3.7B 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 $500K | 0.60% |
| $500K - $1000K | 0.50% |
| $1.0M - $2.0M | 0.40% |
| $2.0M - $5.0M | 0.35% |
| $5M+ | 0.30% |
The platform fee tier schedule is based on billable assets and excludes non-billable assets such as unmanaged accounts. The total annual fee for investment management services for retail clients typically varies between 0.20% and 2.0% depending upon several factors, including the market value of the assets under management and the types of services to be rendered. PCA charges a $150.00 minimum annual investment management fee which may result in a fee greater than 2.0%.
Fee Estimator
Location
4651 Salisbury Road, #400, Regus Suite 413, Jacksonville, FL, 32256
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2025Other Business ActivitiesSells Insurance
Jeannette holds a realtor license, but is not actively selling real estate. She is also a licensed insurance agent selling fixed insurance products, dedicating a few hours per week to this activity. Additionally, Jeannette is involved with several non-profit and business ventures related to financial education and charitable work.
Employment History
Current Registrations
Prosperity Capital Advisors
Previous Registrations
Petros Advisory Services, LLC
State Registrations4 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.