JME Wealth Management provides financial planning advice on topics like cash flow, college funding, retirement, and estate planning. The firm also offers portfolio management services, incorporating institutional investment managers. JME Wealth Management manages client portfolios on a discretionary or non-discretionary basis.
Assets Under Management$45M
Clients32
Advisors1
Avg. per Client$1.4M
Avg. per Advisor$45M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.65% |
| $5M+ | 0.60% |
If a sub-adviser is used, additional fees apply, but the combined advisory fee will not exceed 2.00% of assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...