J W English Investment Management Services LLC offers ongoing portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. J W English creates an Investment Policy Statement for each client, outlining their current situation and constructing a plan to aid in the selection of a suitable portfolio. J W English limits its money management to mutual funds, equities, bonds, fixed income, debt securities, ETFs, REITs, and government securities.
Assets Under Management$4.2M
Clients11
Advisors1
Avg. per Client$380K
Avg. per Advisor$4.2M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25K | 2.00% |
| $25K - $50K | 1.50% |
| $50K - $500K | 1.00% |
| $500K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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