Jessica Smith is a CFP-designated registered investment advisor at Vitality Wealth, based in Idaho Falls, ID, with 3 years of industry experience. Jessica operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 13 clients with $9.1M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.35% |
Fees are negotiable. The minimum annual fee for wealth management services is $6,000.
Fee Estimator
Location
1075 S. Utah Ave., Suite 354, Idaho Falls, ID, 83402
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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 →Other Business Activities
Jessica is a Certified Public Accountant who prepares tax returns for clients of Perspective Wealth Partners through their affiliate, Perspective Tax Services PLLC, dedicating about 10-20% of her time. She is also a Co-Founder and the Chief Compliance Officer of Vitality Wealth LLC, and will transition to working there full time starting June 1, 2025.
Employment History
Current Registrations
Vitality Wealth
Previous Registrations
Perspective Wealth Partners, LLC
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.
Exams
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