Jenna Nichol-Fitzgerald is a registered investment advisor at Morris Wealth Management, based in Anderson, CA, with 1 years of industry experience. Jenna operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 148 clients with $66M 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 $500K | 1.50% |
| $500K - $1000K | 1.35% |
| $1.0M - $3.0M | 1.10% |
| $3M+ | 1.00% |
The annual fee may be negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Location
2807 Childress Drive, Anderson, CA, 96007
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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 Activities
Jenna is the owner and creator of HenleysMomPatterns, a business that creates and sells crochet patterns as PDFs on Etsy since February 2024. This activity requires minimal time.
Employment History
Current Registrations
Morris Wealth Management
Previous Registrations
Morris Wealth Management
Edward Jones
Edward JonesBroker
State Registrations2 states
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