Jessica Bokhart
Jessica Bokhart is a CFP-designated registered investment advisor at Market Street Wealth Management Advisors, LLC, based in Indianapolis, IN, with 11 years of industry experience. Jessica operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Financial Planning & Coaching, Investment Management, and 3 more. Their firm serves 419 clients with $710M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Market Street Wealth Management Advisors offers investment management services where your fee is based on a percentage of the value of your portfolio.
Wealth Management (includes financial planning)
- Up to $500,000: 1.30% per year
- $500,000 to $1,000,000: 0.80% per year
- $1,000,000 to $5,000,000: 0.65% per year
- $5,000,000 to $10,000,000: 0.45% per year
- $10,000,000 to $25,000,000: 0.35% per year
- Over $25,000,000: Negotiable
Minimum quarterly fee of $1,625.00
Investment Management without Planning
- Up to $500,000: 0.91% per year
- $500,000 to $1,000,000: 0.56% per year
- $1,000,000 to $5,000,000: 0.45% per year
- $5,000,000 to $10,000,000: 0.32% per year
- $10,000,000 to $25,000,000: 0.25% per year
- Over $25,000,000: Negotiable
Minimum quarterly fee of $900.00
Foundations Program
- Up to $500,000: 1.30% per year
- $500,000 to $1,000,000: 0.80% per year
- $1,000,000 to $5,000,000: 0.65% per year
- $5,000,000 to $10,000,000: 0.45% per year
- $10,000,000 to $25,000,000: 0.35% per year
- Over $25,000,000: Negotiable
Minimum annual fee of $4,000.00
Clients who participate in the Vanguard program will pay an additional 0.20% advisory fee directly to Vanguard.
Contact
Jessica Bokhart
Location
3105 E 98th Street, Suite 170, Indianapolis, IN, 46280
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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
Jessica serves as the Treasurer for the Board of Directors for the Montgomery County Carnegie Museum, serves on the Investment Committee for the Montgomery county community foundation, serves as the Vice President for the Women's Legacy Fund at the Montgomery county Community Foundation, and serves as a paid board member of Crawfordsville Electric Light & Power.
Employment History
Current Registrations
Market Street Wealth Management Advisors, LLC
State Registrations1 state
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.
Exams
Additional Information
It’s the result of your blood, sweat, and tears. And it’s your foundation for tomorrow. To protect and preserve your assets, you need a personalized plan based on you. Your lifestyle. Your needs. Your goals for the future.