Assets Under Management
$171.8M
Number of Clients
138
Number of Advisors
2
Average Client AUM
$1.2M
AUM per Advisor
$85.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
JH Advisors offers investment management services using a passive asset class investment philosophy. They also provide financial planning services covering personal, professional, education, tax, death & disability, retirement, investments, and divorce planning. Consulting services are also available.
| Assets Under Management | 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% |
Individual Accounts for immediate family members may be aggregated, and the fee charged based on the total value of family members’ accounts. We also reserve the right to reduce or waive advisory fees and/or minimum account requirements for services provided to family members and friends.
1564 Commercial St. Se, Salem, OR, 97302