Jessie Tranchina-Satterfield
Jessie Tranchina-Satterfield is a registered investment advisor at Kingdom Financial Group, LLC, based in Anthem, AZ, with 3 years of industry experience. Jessie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 1,810 clients with $520M 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 | 1.75% |
Fees are negotiable and generally will not exceed 1.75% annually. Fees are based on factors including the scope and complexity of services, level of assets, and overall relationship.
Fee Estimator
Location
Anthem, AZ
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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 →Employment History
Current Registrations
Kingdom Financial Group, LLC
Previous Registrations
Strategy Financial Group
LPL Financial LLCBroker
LPL Financial LLC
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Vanguard Advisers, INC.
Vanguard Marketing CorporationBroker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, 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.