Jessica Heneberry is a CFP-designated registered investment advisor at Cary Street Partners, based in Charlottesville, VA, with 34 years of industry experience. Jessica operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 6,988 clients with $10B 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 | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.50% |
Fees are negotiable and actual schedules vary by client. Fees for amounts over $25,000,000 are negotiable.
Fee Estimator
Location
200 Garrett Street, Suite L, Charlottesville, VA, 22902
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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 →Other Business Activities
Jessica is a finance committee member and proposed board member for The Women's Initiative, a non-profit providing mental health services, dedicating minimal time. She also works as a traveling fitness instructor, teaching several aerobics classes per year, also dedicating minimal time.
Employment History
Current Registrations
Cary Street Partners
Previous Registrations
Dixon, Hubard, Feinour & Brown, INC.
Old Dominion Capital Management INC.
Suntrust Advisory Services, INC.
Suntrust Investment Services, INC.Broker
Suntrust Investment Services, INC.
Old Dominion Capital Management INC.
Sovran Investment CorporationBroker
American Express Financial Advisors INC.Broker
Ids Financial Services INC.Broker
Ids Marketing CorporationBroker
Ids Financial Services INC.Broker
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
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