J. Ward Financial Services offers investment management services, where they make investment decisions for clients based on their financial situation and goals. They also offer financial planning, covering topics like retirement, education savings, and estate planning, but only in connection with investment management services. J. Ward Financial Services often recommends using a third-party investment advisor to manage client portfolios. The firm manages discretionary accounts.
Assets Under Management$11M
Clients5
Advisors1
Avg. per Client$2.3M
Avg. per Advisor$11M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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