J.W. Advisors Inc. is an investment advisory company based in Phoenix, Arizona, managing stock and bond portfolios for a fee since 1997. They create an Investment Policy Statement with each client to guide account management, primarily using fundamental analysis. J.W. Advisors does not use non-traded limited partnerships, sell insurance, or participate in wrap programs. The firm manages discretionary accounts and requires new accounts to be held by Charles Schwab.
Assets Under Management$99M
Clients94
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$99M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5M+ | 0.60% |
Fees may be waived, reduced, or negotiated for larger accounts and employee/related family accounts.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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