Jolley Wealth Management (JWM) offers investment portfolio management, financial planning, consulting, and qualified retirement plan design. Investment management involves creating and monitoring a portfolio based on your goals, which may include retirement, inheritance, or legacy planning. JWM creates a tailored investment policy statement to meet your needs and allow you to place restrictions on your investments.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.35% |
| $100K - $250K | 1.20% |
| $250K - $500K | 1.08% |
| $500K - $1.0M | 0.94% |
| $1.0M - $2.5M | 0.83% |
| $2.5M - $5.0M | 0.74% |
| $5.0M - $10.0M | 0.64% |
| $10.0M - $25.0M | 0.56% |
| $25.0M - $100.0M | 0.44% |
| $100M+ | 0.44% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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