JT Wealth Management is an independent investment management firm offering investment advice and portfolio management. Jason H. Thomas is the sole owner and advisor. JT Wealth Management focuses on building client portfolios using individual stocks and exchange-traded funds for tax efficiency and to avoid layered fees. Clients can specify investment restrictions. The firm manages assets on a discretionary basis.
Assets Under Management$9.1M
Clients8
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$9.1M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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