Jennifer Simes is a CFP-designated registered investment advisor at Carl P. Sherr & CO., LLC, based in Worcester, MA, with 22 years of industry experience. Jennifer 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 296 clients with $450M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Carl P. Sherr & Co.'s annual fees for investment management are based on a percentage of the value of your portfolio, generally ranging from 0.50% to 1.50%. Fees are billed monthly. A minimum of $500,000 is required for this service, but this may be negotiable.
Location
446 Main Street, Worcester, MA, 01608
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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
Carl P. Sherr & CO., LLC
Previous Registrations
Carl P. Sherr & CO., LLCBroker
Boyd Financial Strategies, INC.
Allmerica Investments, INC.Broker
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.