JPC Wealth Management manages investment portfolios and provides personalized financial planning for individuals and families. The firm builds diversified portfolios using low-cost institutional mutual funds and exchange-traded funds, focusing on asset allocation rather than market timing or stock picking. JPC Wealth Management starts the relationship by reviewing your life goals, retirement income needs, and family priorities to create a tailored strategy. The firm specializes in working with individuals and families, generally requiring a minimum investment of $1,000,000, though this minimum may be waived at their discretion.
Assets Under Management$310M
Clients155
Advisors2
Avg. per Client$2M
Avg. per Advisor$160M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees range from 0.50% to 1.25% annually and are negotiable based on account size and prospective growth.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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