Jodi Vleck is a CFP-designated registered investment advisor at Beta Wealth Group, INC, based in San Diego, CA, with 22 years of industry experience. Jodi 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, Investment Management, and 2 more. Their firm serves 424 clients with $430M 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 $300K | 2.00% |
| $300K - $400K | 1.50% |
| $400K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $8.0M | 0.90% |
| $8.0M - $12.0M | 0.75% |
| $12M+ | 0.75% |
Fees negotiable for accounts over $12,000,000. Client specific account(s) utilizing puts and covered calls to generate additional yield will be subject to a 1.85% fee.
Fee Estimator
Location
11421 W. Bernardo Court, San Diego, CA, 92127
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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 →Other Business Activities
Jodi owns rental property in Cardiff, CA. She dedicates minimal time to this activity.
Employment History
Current Registrations
Beta Wealth Group, INC
Previous Registrations
Raymond James Financial Services Advisors, INC
Addison Avenue Financial Partners, LLC
Cuso Financial Services, L.P.
State Registrations1 state
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