JRO Wealth Management offers comprehensive wealth management services, which combine investment management, ongoing financial planning, and tax preparation for individuals and high-net-worth clients. JRO Wealth Management builds personalized portfolios using stocks, bonds, mutual funds, exchange-traded funds, and cash equivalents, operating under a legally required obligation to act in your best interest. In addition to ongoing wealth management, JRO Wealth Management provides project-based financial planning to address specific financial topics such as retirement projections, estate planning, cash flow management, college savings, and business consulting. Educational seminars and speaking engagements are also available.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable. Household accounts may be aggregated. Subject to a minimum annual fee of $7,500.
