Jenifer Koch is a CFP-designated registered investment advisor at Facet, based in West Palm Beach, FL, with 6 years of industry experience. Jenifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 13,331 clients with $6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Facet Wealth includes investment management as part of its financial planning membership. There are no additional fees for investment management services. The firm offers different service levels with varying features, but investment management is included in all tiers. Facet does not offer standalone investment management services.
Location
2054 Vista Parkway, Ste 400, West Palm Beach, FL, 33411
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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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Jenifer volunteers at 3rd Decade, a non-profit organization providing education and financial guidance. She spends minimal time per month on this investment-related activity.
Employment History
Current Registrations
Facet
Previous Registrations
Allegheny Financial Group LTD
Allegheny Investments, LTD.Broker
Allegheny Investments, LTD.
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
Sagepoint Financial, INC.Broker
Sagepoint Financial, INC.
Wealth Enhancement Brokerage Services, LLCBroker
LPL Financial LLCBroker
Bb&t Securities, LLCBroker
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.