Jessica Henrickson is a registered investment advisor at Evexia Wealth, LLC, based in Oregon City, OR, 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 Financial Planning & Coaching, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 421 clients with $390M 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 $100K | 2.00% |
| $100K - $250K | 1.75% |
| $250K - $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $7.0M | 0.90% |
| $7.0M - $10.0M | 0.80% |
| $10M+ | 0.70% |
Fees may be negotiable. Evexia Wealth also offers a specific income reserve model with a fee of 0.25% per year. They also offer Evexia Income Alpha and Green Income Alpha models with the following fees: - **Up to $5,000,000** — 1.00% per year - **$5,000,001 to $7,000,000** — 0.90% per year - **$7,000,001 to $10,000,000** — 0.80% per year - **$10,000,001 and above** — 0.70% per year
Fee Estimator
Location
Oregon City, OR
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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 works as a bookkeeper for her husband's electrician business. This activity is not investment-related.
Employment History
Current Registrations
Evexia Wealth, LLC
State Registrations1 state
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