JH Advisors manages investment portfolios and offers financial planning services covering areas like personal finances, professional matters, education funding, tax and cash flow, death and disability, retirement, investments, and divorce planning. JH Advisors typically creates portfolios of mutual funds following a passive asset class investment philosophy. They also provide consulting services on specific financial topics and non-securities matters like estate and income tax planning.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $3.0M | 0.60% |
| $3.0M - $5.0M | 0.55% |
| $5M+ | 0.50% |
Existing clients may be charged according to their existing fee rate. Individual accounts for immediate family members may be aggregated, and the fee charged based on the total value of family members’ accounts. Minimum Fee may be waived at JH Advisors’ discretion.