Jessica Serrano is a CFP-designated registered investment advisor at Equal Voices Wealth LLC, based in Castaic, CA, with 2 years of industry experience. Jessica operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 79 clients with $59M 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 $600K | 2.00% |
| $600K - $1.0M | 1.42% |
| $1.0M - $1.5M | 1.00% |
| $1.5M - $2.0M | 0.83% |
| $2.0M - $2.5M | 0.80% |
| $2.5M+ | 0.80% |
Flat annual fee tiers apply for accounts over $600,000. Percentages shown represent approximate effective rates based on the midpoint or tier thresholds for comparison purposes; actual fees are billed as fixed annual amounts ranging from $8,500 to $20,000+. Fees are negotiable for accounts over $2,500,001.
Fee Estimator
Location
Castaic, CA
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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
Equal Voices Wealth LLC
State Registrations1 state
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Exams
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