JP Law and Wealth Advisors offers asset allocation and financial planning services. They gather information about your financial situation and objectives to help you determine your investment goals, risk tolerance, and retirement plan time horizon. They will provide recommendations on how to allocate your investments among asset categories and review your account periodically. You are responsible for implementing their recommendations. They also offer financial planning services, ranging from broad-based to single-subject planning, and will deliver a written plan to help you achieve your financial goals.
Fee Structure
JP Law and Wealth Advisors charges a fixed fee between $1,200 and $2,000 for financial planning and advisory services. A 30% deposit is due at the time of signing the agreement, and the balance is billed monthly for the next 5 months.