Jennifer Goodwin is a registered investment advisor at Re-Envision Wealth, based in Washington, DC, with 9 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 70 clients with $120M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
70 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$117.4M
Fee Structure
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10.0M - $15.0M | 0.80% |
| $15.0M - $25.0M | 0.65% |
| $25M+ | 0.65% |
Fees negotiable for accounts above $25,000,000. Minimum annual fee of $5,000 for investment consulting services.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Washington, DC
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Regulatory History (1)
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Customer Dispute
March 2020Closed-No Action
Employment History
Current Registrations
Re-Envision Wealth
March 2025 - Present · 1 yr 1 mo
Previous Registrations
Tmf InvestmentsBroker
January 2021 - July 2024 · 3 yrs 6 mos
Motley Fool Wealth Management, LLC
December 2020 - February 2025 · 4 yrs 2 mos
Advice and Planning Services
February 2016 - November 2020 · 4 yrs 9 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
January 2016 - November 2020 · 4 yrs 10 mos
State Registrations5 states
DCMDNCTXVA
Advisor
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
No exam information available for this advisor.