Advisor at Relativity Capital Advisors, LLC
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Firm
Relativity Capital Advisors, LLC
Location
Greensboro, GA 30642
Credentials
Series 66
Industry experience
17 years
Jennifer Lackey is a financial advisor at Relativity Capital Advisors, LLC with 17 years of industry experience. She holds the Series 66 designation and has worked at Relativity Capital Advisors since 2015, following 15 years at Barber Lackey Financial Group. Relativity Capital Advisors offers personalized investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a combination of technical and fundamental analysis to manage portfolios through both discretionary and non-discretionary approaches, incorporating longer-term core positions and shorter-term tactical strategies.
Based on Relativity Capital Advisors, LLC
Fixed fee up to $5,000 (clients with net worth up to $1,000,000); up to $10,000 (net worth $1,000,001 to $5,000,000); negotiable above $5,000,000
$0 - $249,999: 1.50% (Non-discretionary, Schwab) $250,000 - $499,999: 1.25% (Non-discretionary, Schwab) $500,000 - $999,999: 1.00% (Non-discretionary, Schwab) $1,000,000 - $2,999,999: 0.75% (Non-discretionary, Schwab) Above $3,000,000+: Negotiable (Non-discretionary, Schwab) $0 - $499,999: 1.75% (Discretionary, Schwab) $500,000 - $999,999: 1.50% (Discretionary, Schwab) $1,000,000 - $2,999,999: 1.25% (Discretionary, Schwab) Above $3,000,000+: Negotiable (Discretionary, Schwab) $0 - $2,999,999: 1.00% (Discretionary, Fidelity Tax Exempt Management and Base Plan) Above $3,000,000+: Negotiable (Discretionary, Fidelity) All assets+: 1.75% (Discretionary, Interactive Brokers) All assets+: 1.50% (Non-discretionary, Interactive Brokers)
$0 to $500 per hour for financial planning services
Account minimum: $250,000 Fee-only: Financial planning: Fixed fee up to $5,000 (net worth up to $1,000,000), up to $10,000 (net worth $1,000,001 to $5,000,000), negotiable above $5,000,000; Hourly fee $0 to $500 per hour
1240 Sunset Bluff
Greensboro, GA 30642
Georgia
Relativity Capital Advisors, LLC
2015 - Present (11 years)
Barber Lackey Financial Group
2001 - 2016 (15 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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.
CFP®, CFA®, PFS™, Series 63, Series 65
Greensboro, GA
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ChFC®, Series 63, Series 66
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Blueprint Financial Strategies, LLC
CFP®, Series 63, Series 65
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Relativity Capital Advisors, LLC
Series 63, Series 66
Greensboro, GA
The Foundation Investment Group
CFP®, Series 63
Madison, GA
Longview Wealth Management
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Madison, GA
Longview Wealth Management
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