Katelyn Goepferich is a CFP-designated registered investment advisor at Jarvis Global Investments LLC, based in Loveland, OH, with 7 years of industry experience. Katelyn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, Investment Management, Real Estate Investing, and 2 more. Their firm serves 354 clients with $63M 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 $50K | 1.50% |
| $50K - $250K | 1.50% |
| $250K - $1.0M | 0.95% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.55% |
Clients with over $1,000,000 in assets are charged a flat annual advisory fee of 0.75% on all assets under management. Fees may be negotiable for accounts consisting primarily of low cost basis securities or family holdings.
Fee Estimator
Location
Loveland, OH
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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 →Employment History
Current Registrations
Jarvis Global Investments LLC
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
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