JLE Wealth Management provides investment management and financial planning services. Financial planning is only offered to investment management clients and includes analysis of your financial situation, goal setting, and plan implementation. JLE uses a quantitative, model-driven approach to stock selection. Jane Edmondson, the owner, also works at TMX VettaFi, which may limit her time spent at JLE.
Assets Under Management$4.7M
Clients22
Advisors1
Avg. per Client$210K
Avg. per Advisor$4.7M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1000K | 0.95% |
| $1M+ | 0.90% |
Advisory fees are negotiable. For family and friends of the firm, JLE may reduce or waive management fees in their entirety.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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