Jackie Fontana is a CFP-designated registered investment advisor at Chevy Chase Trust Company, based in Bethesda, MD, with 5 years of industry experience. Jackie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, High Net Worth, and 2 more. Their firm serves 1,245 clients with $45B 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 $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are subject to negotiation. A $35,000 minimum annual fee applies. Alternative fixed-income-only schedule available for investments of $7.5M and above.
Fee Estimator
Location
7501 Wisconsin Avenue, 15th Floor, Bethesda, MD, 20814
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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
Chevy Chase Trust Company
Previous Registrations
Fbb Capital Partners
State Registrations4 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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