Jennifer Morehead
Jennifer Morehead is a registered investment advisor at Uwharrie Investment Advisors, INC., based in Albemarle, NC, with 11 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 809 clients with $280M 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 $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $9.0M | 0.75% |
| $9M+ | 0.50% |
Fee schedule is used as a guideline only and is subject to negotiation.
Fee Estimator
Location
132 North First Street, Albemarle, NC, 28001
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Jennifer works as an assistant portfolio manager and handles operations for Uwharrie Investment Advisors. This takes nearly full-time hours.
Employment History
Current Registrations
Uwharrie Investment Advisors, INC.
Private Client Services, LLCBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.