Jennifer Tripp is a registered investment advisor at CBIZ Investment Advisory Services, LLC, based in San Jose, CA, with 20 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 2,658 clients with $10B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CBIZ Investment Advisory Services offers investment management through various programs:
- Private Wealth Services: Fees range from 0.10% to 2.0% annually, plus fees charged by third-party managers, strategists, Fidelity, Schwab, and Envestnet. CBIZ IAS receives an additional management fee of 0.05% for CBIZ Select Portfolios.
- American Funds Managed Portfolios: Fees range from 0.45% to 0.75% annually.
- InR Team Wrap Program: Annual fees range from 0.10% to 2.0% and include trade execution, custody, reporting, and investment advisory fees.
- InR Team Non-Wrap Fee Services: Annual fees range from 0.10% to 2.0%.
Fees are calculated quarterly in advance based on the market value of the account. Prepaid, unearned fees are refunded upon termination.
Location
160 W Santa Clara Street, Suite 675, San Jose, CA, 95113
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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.
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Jennifer is a member of Carlotto Properties Santa Clara, LLC and a managing member of Carlotto Properties Redding, LLC, both commercial property management companies. She dedicates minimal time to these non-investment related activities.
Employment History
Current Registrations
CBIZ Investment Advisory Services, LLC
CBIZ Financial Solutions, INC.
CBIZ Financial Solutions, INC.Broker
Previous Registrations
Securities America, INC.Broker
State Registrations1 state
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