Jeffrey Blatter is a CFP-designated registered investment advisor at Cary Street Partners, based in Charlottesville, VA, with 10 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 5,851 clients with $8.3B 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 $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.50% |
Fees are negotiable for amounts over $25,000,001. Fees shown do not include any underlying fund/product fees, where applicable.
Fee Estimator
Location
200 Garrett Street, Suite L, Charlottesville, VA, 22902
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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
Jeffrey owns JPB Tax Preparation, where he prepares tax returns for long-term clients, dedicating minimal time. He also serves as Treasurer for the Shenandoah Region Porsche Club, spending minimal time maintaining the club's finances.
Employment History
Current Registrations
Cary Street Partners
Previous Registrations
Dixon, Hubard, Feinour & Brown, INC.
Old Dominion Capital Management INC.
State Registrations5 states
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