Joni Alt is a CFP-designated registered investment advisor at Evermay Wealth Management, LLC, based in Arlington, VA, with 23 years of industry experience. Joni operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 567 clients with $1.3B 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 $5.0M | 1.15% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.65% |
| $25.0M - $50.0M | 0.55% |
| $50M+ | 0.45% |
Rates shown are for the Family Office service level. Integrated service level ranges from 1.00% down to 0.30%. Guided service level charges 1.30% up to $1M and 1.00% from $1M to $2M with a $4,000 minimum annual fee. Fees are generally negotiable.
Fee Estimator
Contact
Joni Alt
Location
3901 Fairfax Drive, Suite 400, Arlington, VA, 22203
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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
Evermay Wealth Management, LLC
Previous Registrations
Hopwood Financial Services, INC.
Houlihan Financial Resource Group, LTD.
West Financial Services INC
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.
Exams
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