JAC Wealth Management Services is a fee-only registered investment advisor offering financial planning and investment management. They start with an introductory meeting to explain their services, then gather information about your financial situation and goals. They create a written financial plan to help you manage your income, assets, and liabilities. If you choose to have them manage your investments, they'll make trades without asking you first, based on your goals and restrictions.
Assets Under Management$26M
Clients38
Advisors1
Avg. per Client$690K
Avg. per Advisor$26M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.20% |
Fee is negotiable depending on individual client circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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