Emily Wood is a CFP-designated registered investment advisor at Jeffrey N. Mehler, CFP LLC, based in Essex, CT, with 9 years of industry experience. Emily operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 171 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 $2.0M | 1.35% |
| $2.0M - $5.0M | 1.10% |
| $5.0M - $10.0M | 0.95% |
| $10M+ | 0.75% |
Fees are negotiable and may be reduced based on the size and complexity of the account. JNM may charge a reduced advisory fee on cash balances in a client’s account.
Fee Estimator
Location
147 Westbrook Road, Essex, CT, 06426
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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
Jeffrey N. Mehler, CFP LLC
Previous Registrations
Connecticut Wealth Management, LLC
Asset Strategies, INC.
State Registrations1 state
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