Jessica Hemard is a PFS-designated registered investment advisor at Invista Advisors, based in Auburn, AL, with 2 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 3 more. Their firm serves 706 clients with $580M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Invista Advisors manages investments for a percentage of the portfolio's value. The annual rate is negotiable up to 2% and generally follows this schedule:
- Up to $500,000: Up to 2.00%
- $500,001 to $1,000,000: Up to 1.75%
- $1,000,001 to $5,000,000: Up to 1.50%
- More than $5,000,000: Up to 1.00%
Fees are based on the scope and complexity of services, the amount of assets managed, and the overall relationship.
Location
1820 East University Drive, Auburn, AL, 36830
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Invista Advisors
State Registrations1 state
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