Sarah Lynn Abernathy

CFA

Envestnet Retirement Solutions, LLC

2 Years of Experience

View SEC Summary

Areas of Practice

Retirement PlanningInvestment Management

Envestnet Retirement Solutions, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

4 advisors

Number of Clients

4,663 clients

Average Client Portfolio

$3.1M average

Assets Under Management

$14.5B

Fee Structure

Financial Planning:Investment management only

Minimum Annual Fee:$2,000

Location

Ottumwa, IA

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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.

Employment History

Current Registrations

Envestnet Retirement Solutions, LLC

August 2023 - Present · 2 yrs 6 mos

State Registrations2 states

IAIL

Advisor

Exams

No exam information available for this advisor.