Jennifer Mascarenas
Jennifer Mascarenas is a CFP-designated registered investment advisor at Steigerwald, Gordon & Koch - Wealth Advisors, based in Leesburg, VA, with 3 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, High Net Worth, and 4 more. Their firm serves 688 clients with $1.2B 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.30% |
Fees are negotiable and may vary based on several factors. Clients referred by Schwab will be billed at 0.75% on the first $1M.
Fee Estimator
Contact
Jennifer Mascarenas
Location
893-A Harrison Street, S.E., Leesburg, VA, 20175
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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
Steigerwald, Gordon & Koch - Wealth Advisors
Previous Registrations
Bogart Wealth, LLC
TD Waterhouse Investor Services, INC.
State Registrations2 states
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