Rebecca Jensen is a registered investment advisor at Apex Advisory Group, INC., based in Spokane, WA, with 6 years of industry experience. Rebecca operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Insurance Planning, and 1 more. Their firm serves 10 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.10% |
Fees are negotiable. In addition to Apex's fee, there is a program management fee assessed by the third-party investment management firm, typically ranging from 0.20% to 0.70%.
Fee Estimator
Location
624 W Hastings Rd, Suite 3, Spokane, WA, 99218-2817
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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
Rebecca is an officer of Max Q Training Company, Inc., which is currently dormant, and spends no time on it. She is also a managing member and tax partner at No Worries CFO, LLC, providing accounting and tax preparation services, which takes about half of her time.
Employment History
Current Registrations
Apex Advisory Group, INC.
Previous Registrations
Nylife Securities LLCBroker
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.