Jessica Couser
Jessica Couser is a registered investment advisor at Headwater Investment Consulting,inc., based in Mcminnville, OR, with 1 years of industry experience. Jessica operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 649 clients with $540M 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 | 0.75% |
The standard annual fee is 0.75% of assets under management and is negotiable.
Fee Estimator
Location
408 SE 1st St., Mcminnville, OR, 97128
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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
Jessica is a self-employed real estate agent/broker affiliated with Silver Key Real Estate, LLC since October 2020. She spends about a quarter of her time on real estate sales and service, and minimal time during trading hours.
Employment History
Current Registrations
Headwater Investment Consulting,inc.
State Registrations2 states
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.
Exams
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