JP Wealth Management (JPWM) offers financial planning, consulting, and investment management services to individuals, pension plans, trusts, and businesses. JPWM manages investments using mutual funds, exchange-traded funds (ETFs), individual stocks and bonds, and variable annuity/life insurance components. JPWM works with clients to determine their risk tolerance and investment goals, and clients are responsible for notifying JPWM of any changes to their financial situation or investment objectives.
Assets Under Management$250M
Clients78
Advisors2
Avg. per Client$3.2M
Avg. per Advisor$130M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $6.0M | 0.75% |
| $6.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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