Jacqueline Worstell is a CFP-designated registered investment advisor at Brooklyn Fi, LLC, based in Brooklyn, NY, with 2 years of industry experience. Jacqueline operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 295 clients with $340M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
Fees are negotiable.
Fee Estimator
Location
33 Nassau Ave, Brooklyn, NY, 11222
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Jacqueline performs tax preparation and bookkeeping services for Cheryl R Worstell, CPA firm, on an as-needed basis since January 2018. This takes minimal time and is not investment-related.
Employment History
Current Registrations
Brooklyn Fi, LLC
Previous Registrations
Abacus Wealth Partners
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.