JRM Tax & Wealth Management manages investment portfolios and provides financial planning services. Financial planning covers retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. JRM also offers ongoing comprehensive financial planning with monthly fees. Jason R. McWilliams is also a CPA and may refer clients to his CPA firm.
Assets Under Management$660K
Clients8
Advisors1
Avg. per Client$83K
Avg. per Advisor$660K
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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