Jessup Wealth Management provides financial planning and investment management services. Financial planning covers topics like retirement, insurance, and estate planning. Investment management is offered through Commonwealth programs, including PPS Custom and PPS Select, which provide access to various securities. Jessup Wealth Management's advisors work with clients to determine the most suitable programs based on their individual needs and goals.
Fee Structure
Jessup Wealth Management offers investment management through Commonwealth's PPS Custom and PPS Select programs. Fees vary depending on the program and the amount of your portfolio.
PPS Custom Program: Jessup Wealth Management has two standard fee schedules for PPS Custom program accounts: Individual Security Investments portfolios and Individual Bond Investments portfolios. The fees range from 0.75% to 2.00% depending on the portfolio type and account size. There is also a platform fee.
PPS Select Program: Fees consist of an advisor fee and a program fee. The fees range from 0.25% to 1.50% depending on the account size.