Jessica Rusnock is a CFP-designated registered investment advisor at Verity Investment Partners, based in Beaufort, SC, with 9 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 440 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fees are negotiable and vary by investment strategy, product type, account size, customization requirements and required service levels. Model Delivery is offered at 0.30% with no minimum account size. Direct Contract fees are custom.
Fee Estimator
Location
2015 Boundary Street, 2nd Floor, Beaufort, SC, 29902
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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 →Employment History
Current Registrations
Verity Investment Partners
Previous Registrations
Cliftonlarsonallen Wealth Advisors, LLC
State Registrations1 state
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