JRS Wealth Management offers investment and financial planning services. They work with individuals, high net worth individuals, trusts, estates, retirement plans, and corporations. JRS Wealth provides customized investment solutions through personal contact and interaction, offering both discretionary and non-discretionary investment management. They may use internal investment management or unaffiliated investment managers. JRS Wealth also offers financial planning services covering areas like retirement, savings, and insurance needs.
Assets Under Management$140M
Clients348
Advisors2
Avg. per Client$390K
Avg. per Advisor$68M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.75% |
| $100K - $250K | 1.70% |
| $250K - $500K | 1.65% |
| $500K - $1000K | 1.60% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $3.0M | 1.45% |
| $3.0M - $4.0M | 1.40% |
| $4.0M - $5.0M | 1.35% |
| $5M+ | 1.25% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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