Jessica Wunder
Jessica Wunder is a CFP-designated registered investment advisor at Mclean Asset Management CORP., based in Tysons, VA, with 22 years of industry experience. Jessica operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 512 clients with $990M 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 | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
Fees are negotiable. Subject to a minimum quarterly fee of $3,125. Tax-managed core equity strategies generally add an extra 0.40% annual fee.
Fee Estimator
Location
1900 Gallows Road, Suite 350, Tysons, VA, 22182
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
Jessica is a board member of Parkinson's Foundation, dedicating minimal time. She is also a licensed producer for McLean Insurance Services, selling fixed insurance and annuity products, which takes about 10-20% of her time.
Employment History
Current Registrations
Mclean Asset Management CORP.
Previous Registrations
Charles Schwab & CO., INC.
RBC Capital Markets Corporation
Citigroup Global Markets INC.
Legg Mason Wood Walker 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
More Advisors
- Claudia Bruce, CFPMclean Asset Management CORP.
- Paula Friedman, CFPMclean Asset Management CORP.
- Dean Umemoto, CFP, ChFCMclean Asset Management CORP.
- Athena Chang, CFPMclean Asset Management CORP.
- Melissa Powers, CFP
- Frank Barkanic, CFPEdelman Financial Engines