Olivea Jett is a registered investment advisor at Aan Wealth Advisors LLC, based in Paragould, AR, with 1 years of industry experience. Olivea operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 229 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The annual management fee and the sub advisor fee, combined, is up to 1.50%. These fees may be negotiated at the discretion of the advisor.
Fee Estimator
Location
13015 Hwy 135N, Paragould, AR, 72450
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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 →Other Business ActivitiesSells Insurance
Olivea is licensed to sell life, health, property, and casualty insurance for various companies since 2016. She spends most of her time on insurance-related activities, offering insurance products and services.
Employment History
Current Registrations
Aan Wealth Advisors LLC
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.