JT
JT

Jazzmine Thomas

4 Years of Experience
May Earn CommissionSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEducation PlanningFinancial Planning & CoachingInsurance PlanningHigh Net WorthBusiness Owners
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
18 advisors
Number of Clients
298 clients
Average Client Portfolio
$196K average
Assets Under Management
$58.4M

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K1.80%
$250K - $1000K1.75%
$1M+1.65%

Fees are generally negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

40624 Estoril Ct, Palmdale, CA, 93551

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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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Other Business ActivitiesSells Insurance

Jazzmine is a part owner of Top Shelf Financial LLC and holds a life insurance license. She has pending commissions of $1,200.

Employment History
Current Registrations
Acrylic Financial, INC.
March 2021 - Present · 4 yrs 11 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.
Jazzmine Thomas - Financial Advisor | TrueAdvisor