Jessica Thayer is a CFP, ChFC-designated registered investment advisor at Unique Wealth, LLC, based in Tampa, FL, with 15 years of industry experience. Jessica operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 720 clients with $770M 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 $100K | 1.65% |
| $100K - $500K | 1.25% |
| $500K - $800K | 1.00% |
| $800K - $1.0M | 0.85% |
| $1.0M - $3.5M | 0.75% |
| $3.5M - $5.0M | 0.72% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.45% |
Fee schedule is applied on a "blended" basis. Additionally, the following types of accounts will be assessed advisory fees on a separate flat rate basis outside of the above referenced fee schedule: • Eaglebrook Digital Assets: 0.90% • Fee Based Annuities: 1.00% • Structured Notes, Treasuries, Cash Solutions, and CDs: 0.60% • Custom Bond Portfolios: 0.75%
Fee Estimator
Location
4830 W Kennedy Blvd, Ste 100, Tampa, FL, 33609
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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
Jessica works as a consultant for Beautycounter, a multi-level marketing company, since 2017. This takes about a few hours per week, including during securities trading hours.
Employment History
Current Registrations
Unique Wealth, LLC
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
Diversified Investors Securities CORP.Broker
Northwestern Mutual Investment Services, LLCBroker
State Registrations1 state
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