Jenna Laws is a CFA, CFP-designated registered investment advisor at Evexia Wealth, LLC, based in Stevens Point, WI, with 16 years of industry experience. Jenna operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 421 clients with $390M 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 | 2.00% |
| $100K - $250K | 1.75% |
| $250K - $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $7.0M | 0.90% |
| $7.0M - $10.0M | 0.80% |
| $10M+ | 0.70% |
Fees may be negotiable. Evexia Wealth also offers a specific income reserve model with a fee of 0.25% per year. They also offer Evexia Income Alpha and Green Income Alpha models with the following fees: - **Up to $5,000,000** — 1.00% per year - **$5,000,001 to $7,000,000** — 0.90% per year - **$7,000,001 to $10,000,000** — 0.80% per year - **$10,000,001 and above** — 0.70% per year
Fee Estimator
Location
1265 Main Street, Suite 105, Stevens Point, WI, 54481
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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 ActivitiesSells Insurance
Jenna leases land to a local farmer and is a member of Evexia Accounting LLC. She also serves as Vice President and Board Member for 16 Days, Inc., a NICU charity, and dedicates about 10-20% of her time to insurance sales.
Employment History
Current Registrations
Evexia Wealth, LLC
Previous Registrations
Thrivent Advisor Network, LLC
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
State Registrations1 state
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