Jenner Preston is a registered investment advisor at Tranquilli Financial Advisor, LLC, based in Shawnee, KS, with 2 years of industry experience. Jenner operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Insurance Planning, Investment Management, and 1 more. Their firm serves 225 clients with $200M 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 $1.3M | 1.00% |
| $1.3M - $3.0M | 0.95% |
| $3M+ | 0.90% |
For certain client holdings (held-away assets, accommodation accounts, alternative investments, etc.), Tranquilli Financial Advisor may negotiate a different fee rate.
Fee Estimator
Location
Shawnee, KS
Get directionsHistory
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
Tranquilli Financial Advisor, LLC
Previous Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Badger Creek Advisors, LLC
Preferred Capital Securities, LLCBroker
State Registrations2 states
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.