Joyce Wealth Management (JWM) provides financial planning, consulting, and investment management services. JWM manages investment portfolios and allocates client assets among independent investment managers, mutual funds, exchange-traded funds (ETFs), and individual securities. JWM also provides advice on legacy positions and investments held in employer-sponsored retirement plans. JWM tailors its services to individual client needs and objectives.
Assets Under Management$420M
Clients206
Advisors3
Avg. per Client$2M
Avg. per Advisor$140M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.70% |
| $250K - $1.0M | 1.40% |
| $1.0M - $5.0M | 1.10% |
| $5M+ | 0.90% |
Fees may be negotiable based on various factors.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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