Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
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 and vary based on client circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Contact
Joni Roberta Alt
Location
3901 Fairfax Drive, Suite 400, Arlington, VA, 22203
Get directionsHistory
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.
Learn about disclosures →Employment History
Current Registrations
Evermay Wealth Management, LLC
October 2021 - Present · 4 yrs 4 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.
Contact
Joni Roberta Alt