JPL Wealth Management offers a broad range of financial services, including comprehensive wealth management, investment portfolio oversight, and specialized financial planning. JPL Wealth Management primarily builds client portfolios using exchange-traded funds, individual stocks and bonds, mutual funds, and alternative investments such as real estate investment trusts. The firm tailors its services to individual client goals, risk tolerance, and timelines, and can also coordinate with independent managers for specialized asset management. In addition to investment management, JPL Wealth Management provides standalone consulting in areas such as retirement planning, tax strategies, estate planning, and insurance analysis. Clients retain full control over the implementation of any recommendations.
Fee Structure
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 for amounts above $10,000,000 are negotiable. Rates may differ for certain holdings like held-away assets or alternative investments.