Jamie Jenkins is a registered investment advisor at Fullcircle Wealth LLC, based in Mckinney, TX, with 1 years of industry experience. Jamie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 191 clients with $260M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Advisory Fees charged by FullCircle will never exceed 1.5%, which does not include Third Party Management programs. Advisory Fees are negotiable at our sole discretion in situations deemed appropriate.
Fee Estimator
Location
6950 Tpc Drive, Suite 110, Mckinney, TX, 75070
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Fullcircle Wealth LLC
State Registrations1 state
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