CFP
CFP
Jennifer Smith
12 Years of Experience
Larkspur, CA
1 Disclosure
Jennifer Smith is a CFP-designated registered investment advisor at Financial Connections Group, INC., based in Larkspur, CA, with 12 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 331 clients with $620M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
331 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$624.6M
Fee Structure
Minimum Investment:$400K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Customized Portfolio management account minimum $400,000
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Contact
Jennifer Smith
Location
1100 Larkspur Landing Circle, #355, Larkspur, CA, 94939
Get directionsHistory
Regulatory History (1)
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Criminal
May 1984Final Disposition
Employment History
Current Registrations
Financial Connections Group, INC.
December 2013 - Present · 12 yrs 4 mos
State Registrations1 state
CA
Advisor
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.
Exams
No exam information available for this advisor.
Contact
Jennifer Smith