CFP
Firm Information
Compensation
Fee-Only (AUM)Fixed/HourlyFirm Size
18 advisors
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
18 advisors
Number of Clients
525 clients
Average Client Portfolio
$2.2M average
Assets Under Management
$1.2B
Fee Structure
Minimum Investment:$1M
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.40% |
| $50M+ | 0.30% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Investment management fees are based on a percentage of assets managed, billed quarterly in advance. The firm generally requires a $1,000,000 account minimum, but this may be waived. Financial planning is included for investment management clients. The standard tiered investment management fee schedule is listed in the table above. Fees may be negotiable.
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningHigh Net Worth
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Advisor Information
Office location
3901 Fairfax Drive, Suite 400, Arlington, VA, 22203
Get directionsContact
Joni Roberta AltRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Evermay Wealth Management, LLC
October 2021 - Present · 4 yrs 3 mos
Previous Registrations
Hopwood Financial Services, INC.
February 2010 - October 2021 · 11 yrs 8 mos
Houlihan Financial Resource Group, Ltd.
January 2005 - February 2010 · 5 yrs 1 mo
West Financial Services INC
January 2003 - November 2004 · 1 yr 10 mos
State Registrations2 states
TXVA
Advisor
Exams
No exam information available for this advisor.