Jo Weinhardt is a registered investment advisor at Hughes Financial Services, LLC, based in Herndon, VA, with 30 years of industry experience. Jo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 840 clients with $760M 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 $250K | 1.15% |
| $250K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.65% |
| $5M+ | 0.50% |
In special circumstances, Hughes Financial Services may negotiate a lesser management fee based upon certain criteria.
Fee Estimator
Location
2201 Cooperative Way, Suite 150, Herndon, VA, 20171
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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
Hughes Financial Services, LLC
Previous Registrations
Capital Brokerage CorporationBroker
Ferris, Baker Watts IncorporatedBroker
Anderson & Strudwick, IncorporatedBroker
State Registrations1 state
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