Individual Investor
Institutional and Non-Profit Investors

JMH Wealth Management LLC

Fees Print E-mail

We provide only one service: confidential, unbiased, independent, sensible investment advice. There are no “stocks or bonds of the day” to pitch to clients, nor do we have any financial products to cross sell. Our fees are designed to be both fair and competitive. Our sole source of compensation is the asset management fee that our clients pay on a pro rata monthly basis. Commissions generated from the execution of trades in our clients’ accounts are 100% paid to the executing broker. The firm receives no commissions from trading and we do not engage in any soft dollar arrangements. We have no incentive to churn or heavily trade your account. Our success is completely dependent on the long term growth of our client accounts and the achievement of their personal financial goals.

Assets Under Management Management Fee
up to $1,000,000 1.00%
$1,000,001 - $3,000,000 .75%
$3,000,001 - $5,000,000 .60%
$5,000,001 - $10,000,000 .50%
over $10,000,000 .40%