Gilliland Jeter Wealth Management provides investment management and financial planning services to individuals, including high net worth individuals, corporations, foundations, retirement and pension plan participants, and other entities. Gilliland Jeter develops a financial outline and investment plan for each client based on their financial circumstances, goals, and risk tolerance. Financial planning services are typically provided in conjunction with portfolio management.
Fee Structure
Gilliland Jeter Wealth Management's fees are individually negotiated with each client and are based on a percentage of the value of your portfolio. The fees are generally subject to a maximum of 2% and a minimum of 1%, depending on the level of engagement. The minimum portfolio value is generally $1,000,000. Fees are generally payable quarterly, in advance.