JSE Wealth Management provides investment management services, primarily focused on exchange traded funds, equity securities, and fixed income securities. Financial planning services are provided to clients receiving asset management services when deemed necessary. JSE Wealth works with clients to establish investment goals and objectives, recommends asset allocation, and monitors and rebalances portfolios. JSE Wealth exercises discretionary authority over client investments.
Assets Under Management$4M
Clients12
Advisors1
Avg. per Client$340K
Avg. per Advisor$4M
Fee Structure
Minimum Investment:$150K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2M+ | 0.90% |
Fees negotiable for accounts above $2,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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