Jet Stream Wealth Management offers investment advice tailored to individual needs, including both discretionary and non-discretionary portfolio management. The firm also provides financial planning services covering investment planning, retirement, education savings, cash flow, charitable giving, estate planning, and insurance needs. Jet Stream acts as a fiduciary, prioritizing client interests.
Assets Under Management$14K
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$14K
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1000K | 0.75% |
| $1M+ | 0.50% |
Advisory fee is negotiable depending on individual client circumstances. Account values of family members living in the same household may be combined to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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