Jessica Smith is a CFP-designated registered investment advisor at Vitality Wealth, based in Meridian, ID, with 3 years of industry experience. Jessica operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.35% |
Fees are negotiable. Minimum annual fee of $6,000.
Fee Estimator
Location
Meridian, ID
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jessica is a Certified Public Accountant who prepares tax returns for clients of Perspective Wealth Partners through their affiliate, Perspective Tax Services PLLC, dedicating about 10-20% of her time. She is also a Co-Founder and the Chief Compliance Officer of Vitality Wealth LLC, and will transition to working there full time starting June 1, 2025.
Employment History
Current Registrations
Vitality Wealth
Previous Registrations
Perspective Wealth Partners, LLC
State Registrations1 state
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