JDH Wealth Management, LLC is a registered investment advisor based in Santa Rosa, California. The firm provides personalized investment management and financial planning services to individuals, trusts, and small businesses. Investment management services use a consultative approach, relying on modern portfolio theory and primarily utilizing passively managed mutual funds and exchange-traded funds from Dimensional Fund Advisors, along with individual bonds and third-party managers. JDH Wealth Management builds customized portfolios designed for long-term growth and diversification, while continuously monitoring asset allocation and conducting regular review meetings. In addition to portfolio management, the firm offers comprehensive financial planning covering personal goals, tax and cash flow planning, investments, insurance review, retirement projections, estate planning, and education funding. JDH Wealth Management also provides employee benefit retirement plan services for plan sponsors.
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% |
Annual minimum fee is $12,500. Foundation accounts have a separate fee schedule starting at 0.90% down to 0.10%. All fees are subject to negotiation.