Jennifer Kenney-Zimmerli is a registered investment advisor at Two Point Capital Management, INC., based in Pittsford, NY. 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 102 clients with $300M 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 | 1.00% |
| $1.0M - $10.0M | 0.75% |
| $10M+ | 0.75% |
Fees are negotiable for managed assets in excess of $10 million.
Fee Estimator
Location
4 S Main Street, Pittsford, NY, 14534
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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
Two Point Capital Management, INC.
State Registrations1 state
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