Jamie Lovin is a CFP-designated registered investment advisor at Village Wealth Advisors, based in Assaria, KS. Jamie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Divorce Planning, Education Planning, Estate Planning, and 6 more. Their firm serves 240 clients with $260M 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 | 1.20% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.65% |
Accounts under $500,000 are subject to a $2,500 onboarding fee plus the standard schedule, or a fixed fee of $1,500 quarterly, whichever is greater. Fees are negotiable.
Fee Estimator
Location
Assaria, KS
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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 →Employment History
Current Registrations
Village Wealth Advisors
Previous Registrations
Integrated Planning & Wealth Management, LLC
State Registrations3 states
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