Jennifer Vanlandingham is a CFP-designated registered investment advisor at D'orazio Wealth Advisors, based in Falls Church, VA, with 23 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 285 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
D'Orazio Wealth Advisors charges a fixed annual fee for ongoing financial planning and investment management services, paid quarterly. The fee is based on the combined value of assets actively managed by D'Orazio Wealth Advisors, plus the value of assets held in employer-sponsored retirement plans where D'Orazio Wealth Advisors provides investment advice but doesn't execute trades.
The annual fee is:
- $10,000 for assets up to $2,000,000
- $15,000 for assets between $2,000,001 and $4,000,000
- $22,500 for assets between $4,000,001 and $6,000,000
- $30,000 for assets between $6,000,001 and $8,000,000
- $50,000 for assets between $8,000,001 and $15,000,000
- Negotiable for assets over $15,000,001
For client-related private foundation accounts, there is an additional 0.50% fee on the value of assets under advisement. D'Orazio Wealth Advisors may aggregate account values for related clients to reduce the overall fee. In limited cases, a courtesy discount may be extended to family members of existing clients with assets under advisement below $1,000,000.
Location
7600 Leesburg Pike, Suite 460E, Falls Church, VA, 22043
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
D'orazio Wealth Advisors
Previous Registrations
Rembert Pendleton & Fox
State Registrations2 states
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