Jean-Elizabeth Hubbard
Jean-Elizabeth Hubbard is a CFP-designated registered investment advisor at Northstar Wealth Management, INC., based in Columbia, MD, with 26 years of industry experience. Jean-Elizabeth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 40 clients with $34M 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 $250K | 1.25% |
| $250K - $750K | 1.00% |
| $750K - $1.0M | 0.75% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Fees are negotiable for accounts over $5,000,000.
Fee Estimator
Location
8600 Snowden River Parkway, Suite 208, Columbia, MD, 21045
Get directionsHistory
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 ActivitiesSells Insurance
Jean-Elizabeth is affiliated with Northstar Wealth Management, Inc., a registered investment advisory firm, offering financial planning services. She is also involved with fixed insurance and Windmill Point Real Estate.
Employment History
Current Registrations
Northstar Wealth Management, INC.
Lasalle St Securities, L.L.C.Broker
State Registrations18 states
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