Brett Josey Wealth Management (BJWM) provides investment management, estate planning, and financial planning services to individuals, trusts, estates, charitable organizations, family limited partnerships, and limited liability companies. BJWM offers two service tiers: High Net Worth (HNW) for clients with $5,000,000 or more in investable assets, and Core Plus for clients with $500,000 or more. The Core Plus service invests in index funds, ETFs, and large-cap individual securities or actively managed mutual funds. BJWM does not sell any products and is compensated solely through asset-based fees.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1M+ | 0.75% |
This fee schedule is for the Core Plus service. The High Net Worth service charges 0.60% of portfolio market value. Fees and asset minimums may be negotiated when individual circumstances warrant.