Raeonna Jefferson is a registered investment advisor at Zenith Wealth Partners, based in Philadelphia, PA, with 2 years of industry experience. Raeonna operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 278 clients with $100M 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 | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.60% |
Fees are customized for clients with at least $10,000,000 in assets under management. The starting point for the annual investment advisory fee is 0.60%.
Fee Estimator
Location
2400 Market St., Suite 216, Philadelphia, PA, 19103
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Zenith Wealth Partners
State Registrations3 states
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