Jenny Williams Financial Services (JWFS) provides financial consulting and non-discretionary investment advisory services to high-net-worth individuals, family offices, and businesses. Consulting includes net worth analysis, custom reporting, and strategic planning. Advisory services include portfolio construction and investment selection, but clients make the final decisions. JWFS does not provide legal or tax advice but can coordinate with other professional advisors.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fees are negotiable on a case-by-case basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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