Paysse Jennison Financial Advisors, Paysse Jennison
Fee-Only (% of Portfolio)Fixed/Hourly
Paysse Jennison, Inc. offers investment management and hourly consulting services to individuals, small businesses, and small business retirement plans. Paysse Jennison provides investment advice on various securities. They work with clients individually and tailor their services to their specific needs, avoiding conflicts of interest.
Assets Under Management$65M
Clients30
Advisors2
Avg. per Client$2.2M
Avg. per Advisor$32M
Fee Structure
Minimum Investment:$75K
Investment management only (planning not offered)
Minimum Annual Fee:$1,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $750K | 0.82% |
| $750K+ | 0.64% |
Fees may be negotiated at the discretion of Paysse Jennison, Inc. The negotiated fee could include waiving the $1500 minimum, a lower percentage than the stated fee schedule, or a flat fee based on the hourly rate and anticipated specified work.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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