JWM Wealth Management, also known as Best Financial Life, offers financial planning services covering cash flow, college funding, retirement, risk management, estate, and tax planning. They also provide ongoing portfolio management services. JWM Wealth Management conducts an initial interview to discuss your situation, goals, and the scope of services. If you choose to become a client, you'll need to sign an agreement, after which they'll analyze your financial needs and goals.
Assets Under Management$37M
Clients29
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$37M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,800
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.70% |
| $1.0M - $2.0M | 0.60% |
| $2.0M - $3.0M | 0.55% |
| $3M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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