Jennifer Schmitt is a CFP-designated registered investment advisor at Legacy Consulting Group, based in Plano, TX, with 3 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 172 clients with $360M 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 | 1.00% |
| $1.0M - $1.5M | 0.95% |
| $1.5M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $7.0M | 0.75% |
| $7M+ | 0.75% |
Fees are negotiable for accounts over $7,000,000.
Fee Estimator
Location
5340 Legacy Drive, Ste 165, Plano, TX, 75024
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Legacy Consulting Group
State Registrations2 states
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