JM
JM

Jessica Marshall

5 Years of Experience
Gainesville, FL

Jessica Marshall is a registered investment advisor at Ars Wealth Advisors, based in Gainesville, FL, with 5 years of industry experience. Jessica operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,058 clients with $1.5B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
15 advisors
Number of Clients
1,058 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$1.5B

Fee Structure

Minimum Investment:$500K
Planning is included in investment management
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.00%
$2.0M - $5.0M0.75%
$5M+0.50%

Fees are potentially negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

5225 SW 91st Terrace, Gainesville, FL, 32608

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Ars Wealth Advisors
June 2022 - Present · 3 yrs 10 mos
Previous Registrations
Holloway Wealth Management, LLC
August 2020 - May 2022 · 1 yr 9 mos
State Registrations1 state
FL
Advisor

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
No exam information available for this advisor.