Jennifer Mcgee is a registered investment advisor at Equity Management Group, based in Camarillo, CA, with 31 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 88 clients with $63M 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 $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $4.0M | 0.80% |
| $4.0M - $5.0M | 0.70% |
| $5.0M - $6.0M | 0.60% |
| $6M+ | 0.50% |
Fees are negotiable, and some clients will be charged lower fees than outlined above.
Fee Estimator
Location
Camarillo, CA
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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
Equity Management Group
State Registrations1 state
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