J Wilson Wealth Management (JWWM) manages investment portfolios based on clients' individual needs and goals. JWWM also offers project-based financial planning on topics like retirement, risk management, college savings, and estate planning. JWWM also offers comprehensive financial planning for a fixed monthly fee, where a planner works with the client to develop and implement their plan.
Assets Under Management$25M
Clients91
Advisors1
Avg. per Client$270K
Avg. per Advisor$25M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.90% |
| $500K - $750K | 0.80% |
| $750K - $1.0M | 0.70% |
| $1.0M - $2.0M | 0.60% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.45% |
The annual fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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