Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The firm is compensated for investment advisory services on a percentage of assets under management basis. Fixed fee services are no longer available to new clients. The annual fee is determined quarterly, in advance, based upon the market value of assets on the last day of the previous quarter. Clients will also incur transaction fees charged by their custodian. Educational seminars cost $49 per household. Financial Planning & Consulting clients may terminate their agreement at any time before the delivery of a financial plan by providing written notice. For purposes of calculating refunds, all work performed by us up to the point of termination shall be calculated at the hourly fee currently in effect.
Areas of Practice
Advisor Information
Office location
1355 Beverly Rd, Suite 310, Mclean, VA, 22101
Get directionsRegulatory History
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 →Other Business ActivitiesSells Insurance
Jeffrey is a partner at 4J Wealth Management, a registered investment advisor, dedicating full-time hours to financial planning, portfolio management, and client advice. He is also an independent insurance agent, providing insurance advice and spending minimal time on this activity.