Jennie Fravel is a registered investment advisor at Phillips Wealth Management LLC, based in Pickerington, OH, with 3 years of industry experience. Jennie 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 288 clients with $78M 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 $50K | 0.50% |
| $50K+ | 0.25% |
This fee schedule is for passive portfolios. PWM also offers direct asset management services for assets held away for an annual fee of up to 1.00% of managed assets. Fees are negotiable.
Fee Estimator
Location
12927 Stonecreek Dr., Suite D, Pickerington, OH, 43147
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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
Phillips Wealth Management LLC
State Registrations1 state
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