JEHM Wealth & Retirement provides financial planning and investment management services to individuals and high-net-worth individuals. Financial planning covers areas like retirement, taxes, and insurance. Investment management involves creating customized portfolios using model portfolios and sub-advisers. JEHM Wealth & Retirement monitors the sub-advisers to ensure they adhere to the agreed-upon investment style.
Fee Structure
JEHM Wealth & Retirement charges a percentage of your portfolio's value each year to manage your investments. The annual fee is negotiable based on the size of your account. An additional account maintenance fee may apply. The sub-adviser's management fee is included in JEHM Wealth & Retirement's management fee. The fee is deducted monthly from your account based on the average daily balance.
The annual management fee is:
- Up to $999,999: 1.00% - 1.50%
- $1,000,000 to $2,999,999: 0.80% - 1.30%
- $3,000,000 and above: 0.70% to 1.20%