Just Wealth manages investment portfolios using a socially responsible and ESG (environmental, social, and governance) approach. They provide continuous advice based on individual client needs, goals, and values. Just Wealth also offers hourly financial planning services covering retirement, college, estate, and tax planning. They work with clients across income and wealth spectrums.
Assets Under Management$28M
Clients38
Advisors1
Avg. per Client$720K
Avg. per Advisor$28M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Minimum Annual Fee:$7,000
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.20% |
Minimum annual fee of $7,000 for individuals and $10,000 for couples. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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