Jenna Vanleeuwen is a CFP-designated registered investment advisor at Aligning Wealth, based in Jersey City, NJ, with 7 years of industry experience. Jenna 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, Financial Planning & Coaching, and 3 more. Their firm serves 16 clients with $4M 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 - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.40% |
| $25.0M - $50.0M | 0.30% |
| $50.0M - $100.0M | 0.25% |
| $100M+ | 0.20% |
For clients whose assets exceed $600,000. For clients paying Aligning Wealth’s asset-based fee and with assets greater than $600,000, Aligning Wealth will cover the Outside Manager’s fee. For other clients, the Outside Manager’s fee will be charged in addition to Aligning Wealth’s fee.
Fee Estimator
Contact
Jenna Vanleeuwen
Location
Jersey City, NJ
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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
Aligning Wealth
Previous Registrations
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Global Financial Private Capital, LLC
Your Richest Life
State Registrations3 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.
Exams
Additional Information
I live in NYC with my family. My husband, Brian, and I, who are college sweethearts, have a daughter named Charlotte and two rescue dogs, Korra and Ikki. For leisure, besides spending time in the park with my daughter, I enjoy visiting quirky, niche museums around NYC and attending performances by the NY Philharmonic.