Advisor at CapSouth Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Huntersville, NC
Credentials
CFP®, Series 65
Industry experience
8 years
Jennifer Fensley is a CFP® and Series 65 credentialed advisor at CapSouth Wealth Management with eight years of industry experience. She has been with CapSouth Partners Inc since 2017 and previously worked at Spectrum Brands Global Batteries & Appliances for four years. CapSouth Wealth Management provides investment management, financial planning, and institutional consulting services to individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm manages approximately $884 million in assets and employs a multidisciplinary team offering a range of strategies and fiduciary services.
Based on CapSouth Wealth Management
Based on CapSouth Wealth Management
One Time Planning Services fees typically flat fee; Consulting Services typically flat fee. Minimum consulting fee $2,500 (may be waived).
$0 - $250,000: 1.15% (Investment Management Services Fee Schedule) $250,000 - $1,000,000: 0.85% (Investment Management Services Fee Schedule) $1,000,000 - $2,500,000: 0.65% (Investment Management Services Fee Schedule) $2,500,000+: 0.50% (Investment Management Services Fee Schedule) $0 - $250,000: 1.50% (Planning Fee Schedule) $250,000 - $1,000,000: 1.20% (Planning Fee Schedule) $1,000,000 - $2,500,000: 1.00% (Planning Fee Schedule) $2,500,000+: 0.75% (Planning Fee Schedule) $0 - $2,500,000: 0.95% (Private Wealth Fee Schedule) $2,500,000 - $5,000,000: 0.85% (Private Wealth Fee Schedule) $5,000,000 - $10,000,000: 0.75% (Private Wealth Fee Schedule) $10,000,000+: 0.65% (Private Wealth Fee Schedule) $0 - $999,999: 1.0% (Institutional Consulting Services Fee Schedule) $1,000,000 - $1,999,999: 0.35% (Institutional Consulting Services Fee Schedule) $2,000,000 - $4,999,999: 0.25% (Institutional Consulting Services Fee Schedule) $5,000,000 - $9,999,999: 0.10% (Institutional Consulting Services Fee Schedule) $10,000,000 - $19,999,999: 0.05% (Institutional Consulting Services Fee Schedule) $20,000,000+: 0.02% (Institutional Consulting Services Fee Schedule) $0 - $1,999,999: 0.45% (PEP Fee Schedule for Consulting Services) $2,000,000 - $3,999,999: 0.22% (PEP Fee Schedule for Consulting Services) $4,000,000 - $9,999,999: 0.12% (PEP Fee Schedule for Consulting Services) $10,000,000+: 0.04% (PEP Fee Schedule for Consulting Services)
Insurance and annuity products commissions may be received by some employees who are licensed insurance agents.
Advisors and Executive Officers up to $400/hr; Associate Advisors up to $250/hr; Client Service Associates & Administrative Staff up to $150/hr.
Account minimum: $250,000 Minimum fee: Minimum annual fee of $2,500 for Investment Management services, $4,000 for Guidance Services, $10,000 for Wealth Management Services, $30,000 for Private Wealth Services, and $2,500 minimum consulting fee (may be waived). Fee-only: Flat fees ranging from $3,000 to $15,000 for One Time Planning Services; other flat fees for consulting services; hourly rates up to $400/hour for advisors.
Huntersville, NC
Alabama · Georgia · North Carolina
CapSouth Partners Inc
2017 - Present (9 years)
Spectrum Brands Global Batteries & Appliances
2013 - 2017 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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