JVL Wealth Strategies provides financial planning, wealth management, and investment advisory services to individuals and families. Financial planning covers areas like cash flow, taxes, investments, insurance, retirement, and estate planning. Wealth management includes lifetime gifting, wealth transfer, charitable giving, asset protection, and trust analysis. Investment advisory services involve continuous advice based on individual client needs, goals, and risk tolerance.
Assets Under Management$670M
Clients173
Advisors7
Avg. per Client$3.9M
Avg. per Advisor$96M
Fee Structure
Planning is included in investment management
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 may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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