Amber Jenkins
Amber Jenkins is a registered investment advisor at Secure Retirement Financial & Insurance Services CORP., based in San Ramon, CA, with 2 years of industry experience. Amber operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 205 clients with $92M 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% |
| $1M+ | 0.75% |
Fees are negotiable. Clients that have been referred to SRF will pay a maximum total fee of 2.00% for portfolios up to $1,000,000 and 1.50% for portfolios over $1,000,000.
Fee Estimator
Location
2333. San Ramon Valley Boulevard, Suite 250, San Ramon, CA, 94583
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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
Secure Retirement Financial & Insurance Services CORP.
State Registrations1 state
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