Advisor at JEHM Wealth & Retirement, LLC
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.
Firm
JEHM Wealth & Retirement, LLC
Location
Simpsonville, SC 29681
Credentials
Series 65
Industry experience
10 years
Jennifer Lahaie is a financial advisor at JEHM Wealth & Retirement, LLC with 10 years of industry experience. She holds a Series 65 designation and has worked at several firms, including Retirement Wealth Advisors and the Society of Financial Awareness. Outside of her advisory role, she serves as president of the Laurel Lake Homeowners Association. JEHM Wealth & Retirement, LLC serves individual and high-net-worth clients with comprehensive financial planning, targeted consulting, and discretionary portfolio management. The firm uses client-specific asset allocation and a combination of fundamental and technical analysis, implementing portfolios through model strategies and a sub-adviser relationship.
Based on JEHM Wealth & Retirement, LLC
Based on JEHM Wealth & Retirement, LLC
Financial planning fixed fees range from $500 to $5,000, negotiable.
$0 - $999,999: 1.00% - 1.50% $1,000,000 - $2,999,999: 0.80% - 1.30% $3,000,000+: 0.70% to 1.20%
$150 per hour
Account minimum: $250,000
117 Woodruff Place Circle, Suite A
Simpsonville, SC 29681
Florida · South Carolina
JEHM Wealth & Retirement, LLC
2016 - Present (10 years)
Society of Financial Awareness
2016 - 2017 (1 year)
Retirement Wealth Advisors
2015 - 2019 (4 years)
JEHM Wealth & Retirement Strategies
2012 - 2016 (4 years)
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Is active or affiliated with:
Insurance agent
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Is not active or affiliated with:
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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.
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