JP Wealth Management offers investment advice regarding securities, insurance, and other financial services. They provide asset management with an emphasis on business and retirement planning, helping clients develop and execute plans to build and preserve wealth. They work with individuals, high net worth individuals, trusts, estates, corporate pension and profit-sharing plans, charitable organizations, foundations, endowments, corporations, small businesses and churches.
Assets Under Management$63M
Clients14
Advisors1
Avg. per Client$4.5M
Avg. per Advisor$63M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fees may be negotiable based upon certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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