JL Wealth Management offers asset management and financial planning services to help clients meet their financial goals. As a fiduciary, JL Wealth Management is legally required to act in the client's best interest. The firm works with clients to understand their investment objectives and educate them about their process.
Assets Under Management$250M
Clients488
Advisors2
Avg. per Client$510K
Avg. per Advisor$120M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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