JET Wealth Advisors provides investment management and financial planning services to individuals, families, and businesses. JET Wealth tailors its investment advice and portfolio management based on each client's needs, financial plan, and risk assessment. JET Wealth manages client assets on a discretionary basis. Financial planning may be included as part of an ongoing portfolio management relationship or provided as a standalone service.
Assets Under Management$0
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
JET Wealth Advisors charges an annual fee based on the value of your portfolio.
- Up to $5,000,000: 1.00% - 1.5%
- Above $5,000,000: Negotiable
Fees are calculated based on the total assets advised for a client household. Family members and related people of supervised staff may receive discounted or waived fees.
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