James Wheeler & Co. Advisors offers investment management services where they manage client portfolios based on their individual goals, time horizons, and risk tolerance. They create investment strategies, select investments, allocate assets, and monitor portfolios. The firm may recommend an investment strategy based on your financial needs, goals, risk tolerance, and objectives. James Wheeler & Co. does not sell annuities, insurance, or other commissioned products, but the owner is affiliated with entities that do.
Assets Under Management$8M
Clients15
Advisors1
Avg. per Client$530K
Avg. per Advisor$8M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The annual fee may be negotiable and shall be based on the amount of assets under management.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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