Jennifer Nielsen is a CFP-designated registered investment advisor at Timpanogos Financial Advisors, INC., based in Orem, UT, with 4 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Investment Management, Real Estate Investing, and 2 more. Their firm serves 209 clients with $99M 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 | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $3.0M | 0.60% |
| $3M+ | 0.35% |
Annual fee is negotiable based upon certain criteria. When utilizing Sub-Advisors the combined fees of TFA and the Sub-Advisor will in no case exceed 2% annually.
Fee Estimator
Location
821 North 900 West, Suite 304, Orem, UT, 84057
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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.
Learn about disclosures →Other Business Activities
Jennifer receives rental income as a landlord from an apartment in her home since February 2022. This activity requires minimal time and does not occur during market hours.
Employment History
Current Registrations
Timpanogos Financial Advisors, INC.
Previous Registrations
Spc
State Registrations1 state
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.