Jacalyn Ferreira is a registered investment advisor at Eaton Financial Group, based in Coral Springs, FL, with 10 years of industry experience. Jacalyn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 374 clients with $390M 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 $250K | 1.25% |
| $250K - $500K | 1.10% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5.0M - $6.0M | 0.50% |
| $6M+ | 0.50% |
Fees are negotiable for accounts greater than $6,000,000.
Fee Estimator
Location
11555 Heron Bay Boulevard, Suite 200, Coral Springs, FL, 33076
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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
Eaton Financial Group
Previous Registrations
Royal Capital Management LLC
State Registrations1 state
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