Jennifer Weinstein
Jennifer Weinstein is a registered investment advisor at Ridgewood Capital Management, based in West Chester, PA, with 24 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 80 clients with $39M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The firm may charge a lesser management fee based upon certain criteria.
Fee Estimator
Location
West Chester, PA
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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 →Other Business Activities
Jennifer works as a Technology Associate for the West Chester Area School District, responsible for technology usage at an elementary school. This non-investment related activity takes nearly full-time hours, with 130 hours occurring during trading hours.
Employment History
Current Registrations
Ridgewood Capital Management
State Registrations2 states
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