Jamison Private Wealth Management manages investment portfolios on both a discretionary and non-discretionary basis. At the start of a relationship, the firm gathers information to understand each client's goals and financial circumstances, then develops and implements a tailored investment plan. Investment portfolios primarily consist of common stocks, along with mutual funds, exchange-traded funds, and occasionally fixed-income investments. In addition to portfolio management, Jamison Private Wealth Management offers general consulting services—such as cash flow planning for education or retirement, estate planning analysis, and income tax planning—as well as tax preparation services. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual fee is based on a percentage of assets under management, not to exceed 1.00%. Certain cash equivalents are generally excluded from the fee calculation. Fees may be negotiated or discounted.