JHP Wealth Management is an investment advisory firm committed to helping clients build, manage, and preserve their wealth. JHP manages advisory accounts on a discretionary basis, allocating client assets among various equity and debt securities through exchange-traded funds and mutual funds. Financial planning services are included with investment management, focusing on family goals, estate, tax, charitable giving, cash flow, and wealth transfer objectives.
Assets Under Management$220M
Clients124
Advisors1
Avg. per Client$1.8M
Avg. per Advisor$220M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees may be negotiable. Concentrated stock positions may be excluded from the fee calculation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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