JVL Wealth Strategies manages investment portfolios and provides financial planning and wealth management services for individuals, families, trusts, and businesses. JVL Wealth Strategies helps clients build customized asset allocation strategies, select appropriate investments, and monitor their progress over time. The firm offers comprehensive guidance across personal cash flow, taxes, insurance, retirement readiness, estate planning, and inter-generational wealth transfer. JVL Wealth Strategies also assists clients with specialized wealth management needs such as lifetime gifting, charitable giving strategies, asset protection, and trust analysis. Portfolios are managed primarily on a discretionary basis, allowing JVL Wealth Strategies to make investment trades on behalf of clients according to their agreed-upon goals. Additionally, JVL Wealth Strategies coordinates with external specialists like legal and tax professionals to ensure all parts of a client's financial life work together seamlessly.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.75% |
| $2.5M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.40% |
| $50M+ | 0.25% |
Fees are negotiable on a client-by-client basis. Related family accounts may be grouped together for fee calculation.