JC
JC

Jennifer Ann Caravello

10 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
40 advisors
Number of Clients
1,449 clients
Average Client Portfolio
$2.4M average
Assets Under Management
$3.5B

Fee Structure

Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $5.0M1.00%
$5.0M - $8.0M0.75%
$8M+0.50%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

10900 NE 8th Street, Suite 1640, Bellevue, WA, 98004

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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.

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Employment History
Current Registrations
Halbert Hargrove
November 2015 - Present · 10 yrs 3 mos
State Registrations2 states
CAWA
Advisor
Exams
No exam information available for this advisor.