Jennifer Karch
Jennifer Karch is a CFP-designated registered investment advisor at Carter Financial Group, INC., based in Barrington, IL, with 12 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Investment Management, and 2 more. Their firm serves 826 clients with $380M 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 $250K | 2.50% |
| $250K - $500K | 2.30% |
| $500K - $1.0M | 1.75% |
| $1.0M - $5.0M | 1.50% |
| $5.0M - $10.0M | 1.25% |
| $10M+ | 1.00% |
Carter Financial's investment management fee is negotiable. The total managed account fee will include Carter Financial’s tiered fee, plus a model manager and platform fee if the sub-adviser’s platform is utilized (sub-adviser’s fee portion is non-negotiable).
Fee Estimator
Location
222 South Cook Street, Barrington, IL, 60010
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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 works as a model since 2014, dedicating minimal time. She also works as a Sales Assistant / Paraplanner for Carter Financial Group since 2015, spending nearly full-time hours, and is a Registered Rep with Mutual Securities since 2019.
Employment History
Current Registrations
Carter Financial Group, INC.
Previous Registrations
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
State Registrations1 state
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