Jennifer Wing is a registered investment advisor at Geowealth Management LLC, based in Greenwich, CT, with 7 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 50,134 clients with $14B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
GeoWealth offers several products/services that can be billed separately, using a maximum fee model, or at a single enterprise-level fee. When billed separately, the maximum platform fee is 0.5% and the maximum per account fee is $100 per account per year. When billed a flat fee, GeoWealth is compensated at an annual fee of up to 0.35% per account. Fees for households that are in excess of $3 million are charged an additional fee of $500 for each $1 million over $3 million. When working directly with GeoWealth, the investment advisory fee will not exceed 2.5%.
Location
Greenwich, CT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Geowealth Management LLC
Previous Registrations
J.P. Morgan Securities LLCBroker
J.P. Morgan Institutional Investments INC.Broker
J.P. Morgan Securities LLCBroker
State Registrations2 states
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