Jennifer Kowal is a registered investment advisor at Ieq Capital, LLC, based in Foster City, CA, with 2 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,963 clients with $35B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IEQ Capital charges an annual management fee of up to 1% of the assets they manage. The fee is negotiable and can vary based on the type of account, the client's relationship with IEQ, the size and complexity of the assets, and the investment strategies used. Some clients have a minimum quarterly fee of $6,250, but this can be negotiated lower. For clients invested in private funds where IEQ serves as a sub-advisor, IEQ receives a sub-advisory fee of up to 1.0% directly from the fund instead of collecting management fees under the investment management agreement.
Location
950 Tower Lane, Suite 1800, Foster City, CA, 94404
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Regulatory History (1)
Regulatory
September 2003Other Business Activities
Jennifer is a board member for the South Pasadena Educational Foundation and Caltech Y, both non-profits. She also works as an adjunct professor at Loyola Law School, teaching online graduate tax law courses, dedicating a few hours per week to each activity.
Employment History
Current Registrations
Ieq Capital, LLC
Previous Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
State Registrations1 state
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.