Jtnc Wealth Advisors LLC

Fee-Only (% of Portfolio)

JTNC Wealth Advisors provides investment management services to high-net-worth individuals, corporations, trusts, and foundations through separately managed accounts. JTNC establishes client investment objectives, buys and sells portfolio securities, and meets with clients to discuss their portfolio. JTNC employs two fully automated, negatively correlated quantitative strategies: a relative value equity strategy and a trend following commodities strategy.

Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees may be negotiable depending on the client's circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm

Jtnc Wealth Advisors LLC | TrueAdvisor