JMH Wealth Management provides investment management services to high-net-worth individuals, trusts, and estates. JMH Wealth Management includes financial planning within the investment management process at no extra charge. JMH Wealth Management invests client assets in stocks, bonds, mutual funds, and exchange traded funds. JMH Wealth Management works with clients to establish an investment profile and target asset allocation ranges.
Assets Under Management$120M
Clients80
Advisors2
Avg. per Client$1.6M
Avg. per Advisor$62M
Fee Structure
Minimum Investment:$750K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Employee accounts are generally not charged fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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