JWC Capital Management provides ongoing investment advice based on individual client needs. They create and manage portfolios based on a client's goals, risk tolerance, and time horizon. JWC manages accounts on both a discretionary and non-discretionary basis, primarily recommending exchange-listed securities, ETFs, and mutual funds. Recommendations are tailored to each client based on questionnaires and discussions.
Assets Under Management$7.1M
Clients4
Advisors1
Avg. per Client$1.8M
Avg. per Advisor$7.1M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees and account minimums are negotiable. Discounts may be offered to family members and friends. Certain legacy client agreements may be governed by different fee schedules.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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