Jennifer Ralston is a registered investment advisor at Financial Gravity Family Office Services, LLC, based in Temecula, CA, with 5 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 1,724 clients with $590M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Financial Gravity Family Office Services may direct clients to Financial Gravity Asset Management, Inc. or other sub-advisors. The total annual fee for these services will not exceed 2.00% of the assets managed. This fee includes both the sub-advisor's fee and Financial Gravity's fee. The fees are negotiable within the indicated limits. Fees are charged monthly, in arrears, and debited from the client's account with written authorization.
Location
28991 Old Town Front St, Suite 206, Temecula, CA, 92590
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jennifer is the President and Tax Preparer for Intelligent Tax Solutions, Inc. since 2019. She dedicates nearly full-time hours to this non-investment related company, including some time during trading hours.
Employment History
Current Registrations
Financial Gravity Family Office Services, LLC
Previous Registrations
Forta Financial Group, INC.
State Registrations1 state
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