Jennifer Bravo is a CFP-designated registered investment advisor at Entrust Financial LLC, based in Wayne, PA, with 14 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, Insurance Planning, Investment Management, and 2 more. Their firm serves 268 clients with $350M 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 $1.0M | 1.10% |
| $1.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are calculated quarterly. The firm may negotiate a different fee rate for certain client holdings.
Fee Estimator
Location
487 Devon Park Drive, Suite 216, Wayne, PA, 19087
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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 Activities
Jennifer is a board member of the National Association of Women Business Owners Greater Philadelphia, serving as Chair of the Governance Committee. This activity takes minimal time each month and is not investment-related.
Employment History
Current Registrations
Entrust Financial LLC
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 states
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.