JPL Wealth Management provides financial planning, consulting, and investment management services to individuals, trusts, estates, and businesses. JPL manages investment portfolios using exchange-traded funds, individual debt and equity securities, mutual funds, independent managers, and alternative investments. JPL works with clients to assess their risk tolerance and investment objectives.
Assets Under Management$520M
Clients261
Advisors4
Avg. per Client$2M
Avg. per Advisor$130M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees negotiable for accounts above $10,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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