Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
106 advisors
Number of Clients
6,106 clients
Average Client Portfolio
$2.5M average
Assets Under Management
$15.5B
Fee Structure
Financial Planning:Included in AUM fee
Minimum Annual Fee:$10,000
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Contact
Jenny Ingraham Martella
Location
6101 Carnegie Blvd, Suite 220, Charlotte, NC, 28209
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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
Modera Wealth Management, LLC
January 2020 - Present · 6 yrs 1 mo
Previous Registrations
Keatley Wealth Management, LLC
February 2013 - December 2019 · 6 yrs 10 mos
State Registrations1 state
NC
Advisor
Exams
No exam information available for this advisor.
Additional Information
Jenny lives in Charlotte, North Carolina with her husband and two children. An avid swimmer/cyclist/runner, Jenny likes to compete in local triathlons and swims on a U.S. Masters swim team. She is a Girl Scout troop leader, and loves helping girls develop leadership skills and a love of nature. She volunteers regularly at her church, and is currently serving endowment committee and as a Deacon.
Contact
Jenny Ingraham Martella