Our head of research left her industry licenses behind to join investor.com. As a privately held company, investor.com is not a financial advisory firm and is completely independent from the industry.
investor.com works for you, not the industry. With a detailed fee analysis, we identify potential conflicts of interest and highlight how they may be impacting your investments.
Unlike the “free” portfolio reviews out there, we protect your personal information. investor.com refuses fees for lead referrals or listing placements.
1. Post checkout, our head of research, Jessica Hoelscher, will send you an email with a secure link to upload your most recent portfolio statement(s) and list your financial advisor’s name (if applicable).
2. Jessica will then hand-check all your holdings for excessive fees alongside the regulatory records of the firm and financial advisor (if applicable).
3. Jessica will provide you a report summarizing any problem areas, including educational and additional resources for how to address them.
Additional services: investor.com can also assist with negotiating management fees or finding a new advisor on your behalf (additional fees apply).
Only 17 reservations remain in August.
An industry veteran, Jessica entered the financial industry at just 20 years old and previously held her Series 7, 66, 9, 10, 4, and 24 licenses. With a strong belief in fiduciary advice, Jessica left her licenses behind to join investor.com and fully dedicate herself to consumer advocacy.
As the Head of Research for investor.com, Jessica is responsible for all 28 million data points on the site. Having read thousands of regulatory filings, Jessica created the Trust Algorithm, which uses regulatory data from the SEC and FINRA to rate advisory firms and identify the right questions to ask financial advisors.