JP
JP

Jessica Rose Pincus

10 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningBusiness OwnersMedical Professionals
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
26 advisors
Number of Clients
1,326 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$1.9B

Fee Structure

Minimum Investment:$250K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K1.50%
$250K - $500K1.10%
$500K - $1.0M0.95%
$1.0M - $2.0M0.85%
$2.0M - $5.0M0.75%
$5.0M - $10.0M0.70%
$10.0M - $25.0M0.45%
$25.0M - $50.0M0.30%
$50M+0.15%

Minimum annual fee of $2,400. Fees may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$2,400
Loading...

Location

Berkeley, CA

Get directions

History

Regulatory History
Clean regulatory record

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

Jessica is an angel investor in Gaingels LLC, a diversity and inclusion-oriented VC fund, since March 2022. She is an investor only and not involved in operations, dedicating no time to this activity.

Employment History
Current Registrations
Earned Wealth Advisors, LLC
August 2024 - Present · 1 yr 6 mos
Previous Registrations
Earned Wealth
April 2023 - January 2025 · 1 yr 9 mos
Forge Global Advisors LLC
August 2022 - February 2023 · 6 mos
Forge Securities LLCBroker
May 2022 - February 2023 · 9 mos
Fisher Investments
January 2014 - May 2021 · 7 yrs 4 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.