Johnson & White Wealth Management offers personalized financial planning and investment management services. Financial planning involves assessing your financial goals and creating a plan to meet them. Investment management services are provided on either a discretionary or non-discretionary basis. The firm may recommend products like insurance, but you are not obligated to purchase them. JWWM also offers clients access to Vanilla, an estate planning software.
Fee Structure
Johnson & White Wealth Management manages investment accounts for a fee that varies depending on the size and complexity of the account. The fee typically ranges from 0.00% to 1.25% per year of the value of your investments. Fees are negotiable and may be lower or higher than this range. Accounts of related persons may be combined to determine the fee rate. Clients with smaller accounts should be aware that they may receive similar services from other professionals for higher or lower overall costs. Assets held at DPL will be charged a fee of 0.75% per annum of the market value of the client’s assets managed by DPL.