Jennifer Rossi is a ChFC-designated registered investment advisor at Intelligent Capitalworks, based in Scottsdale, AZ, with 1 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 100 clients with $360M in assets under management.
Compensation
Firm Size
Number of Clients
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Fee Structure
ICW Investment Advisors charges an annual fee for combined investment management and wealth management services. The investment management portion is 0.50% annually. The wealth management portion varies between 0.50% and 1.25% annually, based on factors like the complexity of services, time required, and client responsiveness. The total annual fee generally varies between 1.00% and 1.75%. ICW does not offer these services independently.
Location
16427 North Scottsdale Road, Suite 350, Scottsdale, AZ, 85254-1595
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Intelligent Capitalworks
State Registrations6 states
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