Jasmine Long is a registered investment advisor at Opulentia, LLC, based in Hunt Valley, MD, with 2 years of industry experience. Jasmine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 127 clients with $33M 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 | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees may be waived or reduced at Opulentia's discretion. Discounts may be offered to family members and friends of associated persons.
Fee Estimator
Location
11350 Mccormick Road Executive Plaza 1, Ste. 301, Hunt Valley, MD, 21031
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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
Opulentia, LLC
State Registrations1 state
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