John A. Wolfe & Associates, Inc. (JAWA, Inc.) is a registered investment advisor offering asset management services and assistance with assets under advisement. JAWA, Inc. is compensated only by client fees and acts as a fiduciary. JAWA, Inc. provides customized services to individuals, pension and profit sharing plans, trusts, estates, endowments, charitable organizations, corporations and other business entities. JAWA, Inc. does not recommend wrap fee programs.
Assets Under Management$560M
Clients450
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$560M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
JAWA, Inc. charges an annual fee based on the value of your portfolio. The fee ranges from 0.15% to 0.75%. JAWA, Inc. may also provide administrative reporting services for non-managed investments, with fees ranging from 0.12% to 0.60% annually.
Loading...