Jane Edmondson is a registered investment advisor at Jle Wealth Management, LLC, based in San Diego, CA, with 24 years of industry experience. Jane operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 22 clients with $4.7M 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 | 1.00% |
| $500K - $1000K | 0.95% |
| $1M+ | 0.90% |
Advisory fees are negotiable. For family and friends of the firm, JLE may reduce or waive management fees in their entirety.
Fee Estimator
Location
10755 Scripps Poway Parkway, #298, San Diego, CA, 92131
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Jane is the majority owner of EQM Indexes, LLC (EQMI), which licenses its indices to third parties for use as benchmarks for Exchange Traded Products. Jane spends nearly full-time on this investment-related activity.
Employment History
Current Registrations
Jle Wealth Management, LLC
Previous Registrations
Eqm Capital LLC
Allianz Global Investors Capital LLC
Nicholas-Applegate Capital Management LLC
State Registrations1 state
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