JW Financial Advisors provides investment management services on a discretionary or non-discretionary basis, tailoring investment strategies to client goals and risk tolerance. They also offer financial planning and consulting services, covering areas like wills, estate planning, investments, taxes, and insurance. Clients are not obligated to act on recommendations or effect transactions through JW Financial Advisors.
Assets Under Management$14M
Clients24
Advisors1
Avg. per Client$570K
Avg. per Advisor$14M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
The annual Fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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