Rembert Pendleton Jackson

Wealth Management Firm in Falls Church, VA

Firm Info
Address: 7647 Leesburg Pike, Falls Church, VA 22043, USA
Phone: (703) 821-6655

Firm Size
Assets Under Management: $2.1 billion
# of Advisors: 12
# of Clients: 4,041
Client to Advisor Ratio: 337:1
Average Account Size: $514,778
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Others Advisors
  • Educational Seminars & Workshops
  • Other

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Fixed Fees (Other than subscription)

Get Connected with a Financial Advisor

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Rembert Pendleton Jackson Overview

Rembert Pendleton Jackson is a fee-only Registered Investment Advisory firm that operates out of its Falls Church, VA headquarters. Established in 2020, the firm provides investment advice exclusively, offering services such as financial planning, portfolio management for individuals and small businesses, as well as for businesses and institutional clients, and pension consulting services. The firm also assists in selecting other advisors and offers educational seminars and workshops for clients. In addition to their investment advising services, Rembert Pendleton Jackson also provides business consulting services to their clients. Their team of experts can help businesses in a variety of areas, including management consulting, strategic planning, and financial management. This well-rounded approach allows the firm to provide their clients with comprehensive solutions to their unique challenges and needs. As a fee-only firm, Rembert Pendleton Jackson prioritizes their clients' interests above all else. They do not receive commissions or incentives from any third-party service providers, ensuring that each recommendation they make is unbiased and in the best interest of their clients. This approach provides clients with peace of mind, knowing that their financial goals are always top-of-mind for their advisor.

REMBERT PENDLETON JACKSON is a distinguished financial advisory firm that caters to a wide range of clients across different fields. The firm provides personalized financial solutions to individuals and high net worth individuals, incorporating their specific needs and goals. Pension or profit-sharing plans are also among the types of clients that REMBERT PENDLETON JACKSON serves, providing guidance and support towards prudent financial management. Moreover, REMBERT PENDLETON JACKSON extends its services to charitable organizations, aiming to assist them in achieving long-term financial stability. The company's competitive advantage lies in its ability to provide financial advice to different corporation types, regardless of their size or domain. As for fee structures, REMBERT PENDLETON JACKSON has two types available, depending on the service provided. The first option is a percentage of AUM. This fee structure implies that the clients pay a fixed percentage of their invested assets annually, regardless of the level of activity in their investment accounts. The goal of this fee structure is to incentivize financial advisors to perform well, as the more the client's investment portfolio grows, the more revenue the financial advisor accrues. The second type of fee structure is fixed fees. This fee structure is ideal for services which require a more straightforward, less complex analysis, such as preparing an estate plan or filing taxes. A fixed fee takes care of all the administrative and operational costs, reducing the potential conflict of interest that may arise in a percentage fee structure. REMBERT PENDLETON JACKSON is committed to providing its clients with the best financial advisory services, and thus, they offer affordable and competitive rates alongside different fee structures that cater to different types of clients.

Typical Clients, Fee Structures & Investment Minimum

The investment minimum for REMBERT PENDLETON JACKSON's Investment Management Services relationship is $500,000 as mentioned in their Part 2 Brochure. It is important to note that this minimum may be waived by RPJ in its discretion, but this is subject to their own decision-making.

How This Office Can Help Falls Church, VA Residents

Rembert Pendleton Jackson is a reputed financial advisor with years of experience aiding clients in Falls Church, VA. With an in-depth knowledge of the financial industry, he is well-equipped to assist his clients in navigating complex financial scenarios. He offers a wide range of financial services, from investments to retirement planning, and helps clients determine the financial path that best suits their goals and needs. Living in Falls Church, VA, clients may face a variety of unique financial situations, such as high cost of living, rising healthcare expenses, and rapidly increasing housing costs. Rembert Pendleton Jackson helps clients by providing personalized solutions that address such concerns. For instance, he helps his clients make smart investment decisions to ensure they have enough money saved for the future, while also managing their budget and cash flow to prevent financial hardship. With his expert guidance, clients can rest assured that they are making the right financial decisions to secure their future in Falls Church, VA.

To view the Minimum Investment and Fee Schedule for Rembert Pendleton Jackson, visit their Part 2 Brochure.

Services Offered by Rembert Pendleton Jackson

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Rembert Pendleton Jackson most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Fixed Fees (Other than subscription)
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 7647 Leesburg Pike, Falls Church, VA 22043, USA
Phone (703) 821-6655
Directions
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Other Office Locations

This firm has no other locations.

State Registrations

Rembert Pendleton Jackson is registered to service clients in the following states:

  • Arizona
  • California
  • Colorado
  • Connecticut
  • Delaware
  • District of Columbia
  • Florida
  • Louisiana
  • Maryland
  • Massachusetts
  • Nebraska
  • New Hampshire
  • New Jersey
  • New York
  • North Carolina
  • Ohio
  • Pennsylvania
  • South Carolina
  • Tennessee
  • Texas
  • Vermont
  • Virginia
  • Washington
  • West Virginia
  • Wisconsin

Disciplinary History

Rembert Pendleton Jackson does not have any disclosures. Please visit it's Form ADV for more details.