John Piershale Wealth Management manages investment portfolios based on clients' individual needs and goals. The firm also offers ongoing and one-time financial planning services, including net worth analysis, cash flow analysis, insurance review, retirement planning, investment analysis, and tax and estate planning. JPWM also provides tax planning and hourly coaching services.
Assets Under Management$27M
Clients52
Advisors1
Avg. per Client$520K
Avg. per Advisor$27M
Fee Structure
Minimum Investment:$100K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.15% |
| $500K - $1.0M | 1.00% |
| $1.0M - $1.5M | 0.75% |
| $1.5M+ | 0.50% |
Fees are negotiable on a per client basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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