Jacolyn Wetmore is a registered investment advisor at Jwc Capital Management, LLC, based in Annapolis, MD, with 15 years of industry experience. Jacolyn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 4 clients with $7.1M 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 $1.0M | 0.90% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees and account minimums are negotiable. Discounts may be offered to family members and friends. Certain legacy client agreements may be governed by different fee schedules.
Fee Estimator
Location
102 Spa Drive, Annapolis, MD, 21403
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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
Jwc Capital Management, LLC
Previous Registrations
United Income, INC.
Calvert Investment Counsel
Pbmares Wealth Management LLC
Pbgh Financial Advisors, INC.
Capital Fiduciary Advisors, LLC
Access Capital Management LLC
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.