JQL Wealth provides comprehensive wealth management services, combining personalized investment management and financial planning. JQL Wealth works closely with clients to understand their financial goals, risk tolerance, and time horizon to construct tailored investment portfolios primarily consisting of stocks, bonds, mutual funds, exchange-traded funds, and cash equivalents. JQL Wealth also offers direct indexing strategies through third-party managers when appropriate. Financial planning services are included at no additional fee and cover a broad range of topics, including retirement planning, tax strategies, cash flow and debt management, estate planning, employee benefits, business consulting, college savings, and risk management. JQL Wealth operates as a fee-only registered investment advisor.
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 and household accounts may be aggregated. If outside managers are used, combined advisory fees will not exceed 2%.