Advisory Fees

Wealth Management Services

Wealth Management Services

As A Fee-Only Firm, JWM Can Prioritize Unbiased Advice By Abstaining From Product Sales And Commission Earnings. The Only Revenue Generated By The Firm Stems From The Fees That Clients Agree To Pay For The Services Provided.

0.60% - 1.20% Per Year
Fees for wealth management are determined by the amount of assets under management and are negotiable, determined on a case-by-case basis. There are no term requirements. Financial planning is included for no additional cost. All client accounts and assets are held at a qualified custodian. 

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