JW

Jennifer Michelle Wolfsberg

29 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
10 advisors
Number of Clients
491 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$687.7M

Fee Structure

Minimum Annual Fee:$30,000
Financial Plan Fee:$3,500 - $10,000
Hourly Rate:$350 - $400/hr

Financial planning fees range from $350 to $400 per hour or $3,500 to $10,000 on a flat fee basis. Family office and consulting fees range from $350 to $400 per hour. Investment management fees vary between 0.40% to 1.50% annually (or up to 2.0% for select accounts managed by third party money managers), based on assets under management, asset allocation, and scope of services. There is a minimum annual investment management fee of $30,000, which may be waived at Centerpoint's discretion.

Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingTax PlanningEstate Planning
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Advisor Information

Office location

175 Highland Avenue, Suite 302, Needham, MA, 02494

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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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Other Business Activities

Jennifer is a registered investment advisor at Centerpoint Advisors, LLC, dedicating full-time hours to this investment-related advisory firm.

Employment History
Current Registrations
Centerpoint Advisors, LLC
August 2011 - Present · 14 yrs 5 mos
Previous Registrations
Palladium Capital Group, LLCBroker
May 2021 - December 2023 · 2 yrs 7 mos
Wood (arthur W.) Company, INC.Broker
July 2015 - May 2021 · 5 yrs 10 mos
Detwiler Fenton & CO.Broker
June 2015 - July 2015 · 1 mo
Detwiler Fenton Wealth Management INCBroker
December 2012 - May 2015 · 2 yrs 5 mos
National Asset Management, INC.
January 2006 - September 2011 · 5 yrs 8 mos
National Securities CorporationBroker
January 2006 - December 2012 · 6 yrs 11 mos
Advest, INC.Broker
February 2005 - February 2006 · 1 yr
RBC Dain Rauscher INC.
May 2003 - February 2005 · 1 yr 9 mos
RBC Dain Rauscher INC. Broker
March 2002 - February 2005 · 2 yrs 11 mos
Tucker Anthony IncorporatedBroker
December 1999 - March 2002 · 2 yrs 3 mos
Harold C. Brown & Co., INC.Broker
July 1996 - November 1999 · 3 yrs 4 mos
State Registrations2 states
MATX
Advisor
Exams
No exam information available for this advisor.