Jupiter Wealth Management (JWM) offers investment management services, either on their own or as part of their Family Office Services. JWM works with clients to determine their financial goals, risk tolerance, and income needs, then creates and manages investments based on those needs. JWM also offers financial planning, consulting, and concierge services as part of its Family Office Services. JWM may recommend sub-advisers to manage client portfolios.
Fee Structure
Jupiter Wealth Management (JWM) offers investment management services exclusively through a bundled fee program, where brokerage commissions and transaction costs are included in the overall fee. If you engage JWM for Family Office Services, investment management is included at a fixed negotiated rate, not a percentage of your assets.