JTM Wealth Management offers ongoing investment management based on your financial situation and goals. They also provide financial planning services covering areas like retirement, insurance, taxes, and education. JTM Wealth Management uses investment models but tailors its advice to your individual needs. They do not participate in wrap fee programs.
Assets Under Management$25M
Clients48
Advisors1
Avg. per Client$520K
Avg. per Advisor$25M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.20% |
| $1.0M - $4.0M | 1.00% |
| $4M+ | 0.90% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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