JDH Wealth Management provides investment solutions tailored to client needs. JDH works with clients to determine their investment goals and risk tolerance, then designs a written investment policy. JDH manages portfolios of mutual funds and exchange-traded funds (ETFs), primarily Dimensional Fund Advisors (DFA). JDH also provides wealth management services, including income, college, and retirement planning, risk management, and retirement plan assistance. JDH manages portfolios on a discretionary basis.
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%