Jennifer Friberg is a CFA-designated registered investment advisor at Martinwright Advisory, LLC, based in Atlanta, GA, with 6 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 116 clients with $160M 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 annual management fee ranges up to 1% annually, billed monthly in arrears. Fees may be structured as a flat percentage, fixed dollar amount, or tiered schedule.
Fee Estimator
Location
3290 Northside Parkway Nw, Suite 950, Atlanta, GA, 30327
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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 →Employment History
Current Registrations
Martinwright Advisory, LLC
Previous Registrations
Balentine
Blackrock Financial Management, INC
Blackrock Investments, LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
Securities Service Network, LLCBroker
State Registrations1 state
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
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