Jessica Kagin-Tropea
Jessica Kagin-Tropea is a registered investment advisor at Auerbach Investment Services, LLC, based in Narberth, PA, with 3 years of industry experience. Jessica operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 60 clients with $150M 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 $750K | 1.50% |
| $750K - $1.8M | 1.25% |
| $1.8M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees may be negotiated.
Fee Estimator
Location
111 Forrest Avenue, First Floor, Narberth, PA, 19072
Get directionsHistory
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 ActivitiesSells Insurance
Jessica is a licensed insurance producer selling insurance policies. This investment-related business is conducted from the main office and takes a few hours per week.
Employment History
Current Registrations
Auerbach Investment Services, LLC
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
State Registrations1 state
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.