Jacqueline Distefano is a registered investment advisor at Invst, LLC, based in Colts Neck, NJ, with 2 years of industry experience. Jacqueline operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 2,745 clients with $1.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Invst offers investment management services for an annual fee based on the amount of assets managed. This fee varies between 0.10% and 1.50% depending on the size and composition of the client's portfolio and the type of services rendered. For clients engaged through a Delegating Advisor, this management fee generally varies between 0.20% and 1.50%.
Location
293 Route 34, Colts Neck, NJ, 07722
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Invst, LLC
State Registrations1 state
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