JW Hecht Wealth Management provides investment advice and portfolio management to individuals. They offer both discretionary (where they make trades for you) and non-discretionary (where you approve each trade) portfolio management. They also offer general consulting services, including retirement and investment planning. JW Hecht Wealth primarily uses equity securities, exchange traded funds, mutual funds, and bonds in its portfolio management programs.
Assets Under Management$6.1M
Clients19
Advisors1
Avg. per Client$320K
Avg. per Advisor$6.1M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees negotiable for accounts over $1,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...