Jayco Wealth Management offers financial planning services covering cash flow, debt management, risk management, employee benefits, retirement, tax, college funding, estate, and divorce planning. They also provide investment consultation and business consultation. For investment management, Jayco creates portfolios based on client risk profiles and goals, using Modern Portfolio Theory with a long-term, buy-and-hold strategy and periodic rebalancing.
Assets Under Management$73M
Clients59
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$73M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Fees may be discounted. Accounts may be aggregated for fee discounting purposes.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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