John Wolfe is a CFP-designated registered investment advisor at John A. Wolfe & Associates, INC., based in Portage, MI, with 16 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 450 clients with $560M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
JAWA, Inc. charges an annual fee based on the value of your portfolio. The fee ranges from 0.15% to 0.75%. JAWA, Inc. may also provide administrative reporting services for non-managed investments, with fees ranging from 0.12% to 0.60% annually.
Location
440 West Centre Avenue, Suite 4, Portage, MI, 49024-5357
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
John A. Wolfe & Associates, INC.
State Registrations2 states
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