Jacqueline French
Jacqueline French is a registered investment advisor at Csp Financial Group LLC, based in Phoenix, AZ, with 3 years of industry experience. Jacqueline operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Federal Employees, High Net Worth, and 4 more. Their firm serves 397 clients with $150M 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 | 1.20% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.70% |
Fees are negotiable based on historical relationships, asset types, and total account size.
Fee Estimator
Location
Phoenix, AZ
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 →Other Business ActivitiesSells Insurance
Jacqueline is licensed for health & life insurance and as a real estate agent. She intends to engage full-time in financial planning/coaching after passing her series 65 exam, and will use her insurance license at CSP Financial Group, LLC.
Employment History
Current Registrations
Csp Financial Group LLC
State Registrations3 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.
Exams
More Advisors
- Natalie Rivosecchi, CFPCharles Schwab & CO., INC.
- Cheryl Knight, ChFCLPL Enterprise, LLC
- Luke Watson, CFPSchwab Wealth Advisory, INC.
- Sarah Spiller, CFP, ChFCCharles Schwab & CO., INC.
- Emily Stead, CFPCetera Investment Advisers LLC
- Maria Samuel, ChFCState Farm Investment Management CORP.