JC
CFP
JC
CFP

Jessi Lyn Chadd

15 Years of Experience
Areas of Practice
Financial Planning & CoachingInvestment ManagementRetirement PlanningBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
354 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$669.3M

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K1.20%
$500K - $1.0M1.00%
$1.0M - $5.0M0.80%
$5.0M - $10.0M0.60%
$10M+0.50%

Fees are subject to change with written notice and may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$3,000
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Location

10000 College Blvd., Suite 260, Overland Park, KS, 66210

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Aspyre Wealth Partners
December 2009 - Present · 16 yrs 2 mos
State Registrations1 state
KS
Advisor
Exams
No exam information available for this advisor.