Jessica Martin is a registered investment advisor at Fiscal Wisdom Wealth Management LLC, based in Canton, CT, with 1 years of industry experience. Jessica operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 2,579 clients with $260M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fiscal Wisdom Wealth Management charges a percentage of your portfolio each year. The minimum annual fee is $1,000 and is negotiable. The fees will not exceed more than 2% of assets under management per year. For accounts managed under the Representative as Manager Program, the fees are 1% to 2% as agreed to by client.
Location
61 Maple Avenue, Canton, CT, 06019
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jessica works as an associate to an advisor at Chadwick Financial Advisors, a state-registered RIA, assisting with operations. This investment-related activity takes about 10-20% of Jessica's time.
Employment History
Current Registrations
Fiscal Wisdom Wealth Management LLC
State Registrations1 state
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