Benjamin Turner is a registered investment advisor at Jdh Wealth Management, LLC, based in Santa Rosa, CA, with 2 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 136 clients with $490M 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 | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.45% |
| $10M+ | 0.20% |
Reduced fees are charged for JDH employees and relatives. For foundation accounts, fees are different. The annual fee for investment management services will be charged as a percentage of assets under management in accordance with the schedule below: Up to $2,000,000 0.90% On the next 3,000,000 0.60% On the next $3,000,000 0.40% On the next $5,000,000 0.20% $10,000,000 or greater 0.10%
Fee Estimator
Location
181 Concourse Boulevard, Suite A, Santa Rosa, CA, 95403
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Jdh Wealth Management, LLC
State Registrations1 state
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