Katelyn Goepferich is a CFP-designated registered investment advisor at Jarvis Global Investments LLC, based in Loveland, OH, with 7 years of industry experience. Katelyn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 368 clients with $47M 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 $250K | 1.50% |
| $250K - $1000K | 0.95% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.55% |
Fees may be negotiable in certain circumstances.
Fee Estimator
Location
Loveland, OH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Jarvis Global Investments LLC
State Registrations3 states
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