Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
132 clients
Average Client Portfolio
$2.7M average
Assets Under Management
$358.5M
Fee Structure
Minimum Investment:$1M
Financial Planning:Included in AUM fee
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Contact
Jennifer Elise Myers
Location
1320 Old Chain Bridge Road, Suite 250, Mclean, VA, 22101
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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
Sagevest Wealth Management
May 2007 - Present · 18 yrs 9 mos
Previous Registrations
Freed Myers
July 1997 - May 2007 · 9 yrs 10 mos
State Registrations2 states
TXVA
Advisor
Exams
No exam information available for this advisor.
Additional Information
Prior to establishing SageVest, Jennifer served as partner in a local RIA firm. She also provided financial and business analysis for Unisys and the U.S. Postal Service.
Contact
Jennifer Elise Myers