JWJ Advisors offers investment advice tailored to each client's specific situation, considering their objectives, financial condition, age, needs, and risk tolerance. JWJ Advisors offers most types of securities, excluding traditional mutual funds, foreign stocks, foreign sovereign bonds, and securities directly involved with cryptocurrencies, recreational marijuana, or other illicit drugs. The firm has full discretionary authority over client accounts.
Assets Under Management$3M
Clients18
Advisors1
Avg. per Client$170K
Avg. per Advisor$3M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees do not exceed 2% per year. The fee will be increased to 2.00 % to cover the extra costs of dealing with a firm other than Schwab Investments.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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