Jeffrey N. Mehler, CFP® LLC offers financial planning, investment management, and consulting services. Financial planning covers areas like retirement, estate, insurance, and education. Investment management is tailored to individual goals and risk tolerance, potentially using independent money managers. Consulting services address specific financial concerns. JNM works with clients to understand their financial situation and objectives, and clients can impose reasonable investment restrictions.
Assets Under Management$390M
Clients171
Advisors3
Avg. per Client$2.3M
Avg. per Advisor$130M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.35% |
| $2.0M - $5.0M | 1.10% |
| $5.0M - $10.0M | 0.95% |
| $10M+ | 0.75% |
Fees are negotiable and may be reduced based on the size and complexity of the account. JNM may charge a reduced advisory fee on cash balances in a client’s account.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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