Jennifer Luzzatto is a CFA, CFP-designated registered investment advisor at Strathmore Capital Advisors, based in Glen Allen, VA, with 25 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Middle Income, and 2 more. Their firm serves 501 clients with $810M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.25% |
| $2.5M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
Fees negotiable. For endowments and participant-directed qualified retirement plans: - First $2.5 million: 0.80% - Next $2.5 million: 0.40% - Next $5 million: 0.30% - Balance above $10 million: 0.20%
Fee Estimator
Contact
Jennifer Luzzatto
Location
5231 Hickory Park Drive, Suite A, Glen Allen, VA, 23059
Get directionsHistory
Regulatory 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 →Employment History
Current Registrations
Strathmore Capital Advisors
Previous Registrations
Summit Financial Partners, INC.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
While I find my career very rewarding, I feel it is important to participate in charitable causes as well. I currently serve as the chair of the Investment Committee for The Community Tax Law Project in Richmond, VA. The Community Tax Law Project provides assistance to lower income tax payers who need assistance in dealing with the IRS.