Jennifer Macedo is a CFP-designated registered investment advisor at Front Street Financial, based in Lahaina, HI, with 5 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, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 19 clients with $13M 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 | 1.25% |
| $1.0M - $2.0M | 1.10% |
| $2.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.45% |
| $20M+ | 0.35% |
Fees are negotiable. Sub-advisor SyntheticFi charges an additional 0.50% annually.
Fee Estimator
Contact
Jennifer Macedo
Location
Lahaina, HI
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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 serves on the Board for the Guilliom Family Foundation and owns Jennifer Macedo LLC, both family-related activities. These activities each account for minimal time and are not investment-related.
Employment History
Current Registrations
Front Street Financial
Previous Registrations
Equity Advisors of Kentucky INC
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.
Exams