Jack White
Jack White is a CFP-designated registered investment advisor at Fidelis Financial Planning, LLC, based in Saint Charles, MO, with 23 years of industry experience. Jack operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Middle Income, and 1 more. Their firm serves 149 clients with $140M 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 - $3.0M | 0.95% |
| $3M+ | 0.65% |
Minimum annual fee of $3,000. In some cases, services provided by FPAS are paid indirectly to FPAS through mutual fund administration fees, and in these cases, the Fidelis fee is lower.
Fee Estimator
Location
42 Portwest Ct, Saint Charles, MO, 63303-5958
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Regulatory History (1)
Customer Dispute
May 2002Employment History
Current Registrations
Fidelis Financial Planning, LLC
Previous Registrations
Financial Network Investment Corporation
Ing Financial Partners, 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.