JYE Wealth Advisors provides ongoing portfolio management based on individual client goals and risk tolerance. They create investment plans and monitor portfolios regularly. JYEWM also offers financial planning services covering investments, insurance, taxes, retirement, college, and debt/credit planning. JYEWM primarily recommends mutual funds and ETFs.
Assets Under Management$80K
Clients1
Advisors1
Avg. per Client$80K
Avg. per Advisor$80K
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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