James A. Wynne LLC offers portfolio management services tailored to individual client goals, objectives, and risk tolerance. These services include investment strategy, asset allocation, and regular portfolio monitoring. The firm also provides financial planning services covering investment planning, insurance, tax concerns, retirement, social security, college, and debt/credit planning. JAWLLC generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products including annuities, equities, ETFs, treasury inflation protected/inflation linked bonds, commodities and non-U.S. securities.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
For clients with less than $300,000 in assets, JAWLLC offers a comprehensive flat annual fee option, which is negotiable and charged instead of the standard 1.00% annual fee.