Jewell Wealth Management (JWM) provides ongoing portfolio management services tailored to individual client goals, risk tolerance, and time horizon. JWM creates an Investment Policy Statement for each client. JWM may use a third-party sub-advisor, Horizon Investments, to manage a portion of client assets. JWM generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products including annuities, equities and ETFs.
Assets Under Management$12M
Clients45
Advisors1
Avg. per Client$270K
Avg. per Advisor$12M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...