Jennifer Strymecki is a registered investment advisor at Transition Financial Advisors Group, LLC, based in Montvale, NJ, with 7 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Cross-Border Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 144 clients with $260M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.65% |
| $5.0M - $7.0M | 0.50% |
| $7.0M - $10.0M | 0.40% |
| $10.0M - $15.0M | 0.25% |
| $15M+ | 0.10% |
Fee schedule is for U.S.-based clients. Canada-based clients have a different fee schedule. Fees are negotiable and may be lower based on various factors.
Fee Estimator
Location
Montvale, NJ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Transition Financial Advisors Group, LLC
Previous Registrations
Cardinal Point Wealth Management
Cardinal Point Wealth Management
Cardinal Point Wealth Management, LLC
Cardinal Point Capital Management, Ulc
State Registrations4 states
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.