JH
CFP
JH
CFP

Jennifer Hemphill

16 Years of Experience

Jennifer Hemphill is a CFP-designated registered investment advisor at Investment Management Group, based in Billings, MT, with 16 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 3,098 clients with $5.2B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
26 advisors
Number of Clients
3,098 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$5.2B

Fee Structure

Minimum Investment:$250K
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $5.0M0.80%
$5M+0.50%

Fees may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2700 King Ave. W, Billings, MT, 59102

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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
Investment Management Group
March 2010 - Present · 16 yrs 1 mo
State Registrations1 state
MT
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.