Jackie S Fontana
JF
CFP

Jackie S Fontana

4 Years of Experience

Firm Information

Jackie S Fontana
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
38 advisors
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
38 advisors
Number of Clients
1,234 clients
Average Client Portfolio
$32.6M average
Assets Under Management
$40.3B

Fee Structure

Minimum Investment:$3M
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.0M1.25%
$2.0M - $5.0M1.00%
$5.0M - $10.0M0.75%
$10M+0.50%

A $35,000 minimum fee applies, with certain pre-approved exceptions. The fee schedule is based on a $3 million minimum.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$35,000

CCTC's advisory fees are based on a percentage of assets under management. A $35,000 minimum fee applies, with certain pre-approved exceptions. The basic fee schedule is as follows, based on a $3 million minimum: 1.25% on the first $2,000,000; 1.00% on the next $3,000,000; 0.75% on the next $5,000,000; and 0.50% on the balance. Fixed income only accounts (subject to a $7.5M minimum fixed income investment) are charged: 0.50% on the first $5,000,000; 0.40% on the next $5,000,000; and 0.30% on the balance. Clients also pay brokerage expenses. Fee schedules for trustee, administrator, or custodial services are available upon request.

Areas of Practice
Investment ManagementHigh Net WorthBusiness Owners
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Advisor Information

Office location

7501 Wisconsin Avenue, 15th Floor, Bethesda, MD, 20814

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Regulatory 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.

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Employment History
Current Registrations
Chevy Chase Trust Company
February 2025 - Present · 11 mos
Previous Registrations
Fbb Capital Partners
December 2020 - December 2024 · 4 yrs
State Registrations4 states
DCMDTXVA
Advisor
Exams
No exam information available for this advisor.