JWC Advisors offers financial planning services covering cash flow, college funding, retirement, risk management, estate, and tax planning. They also provide portfolio management services, creating customized portfolios based on client objectives and risk tolerance. JWC Advisors uses fundamental, technical, and cyclical analyses to make investment decisions. Educational seminars on personal finance and investing are also available.
Assets Under Management$2.2M
Clients13
Advisors1
Avg. per Client$170K
Avg. per Advisor$2.2M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.00% |
| $500K - $1000K | 0.80% |
| $1.0M - $3.0M | 0.65% |
| $3M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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