Here’s What You Can Expect
At J.E. Wilson Advisors, LLC, our advisory fees consist of two interwoven components:
Ongoing Financial
Planning & Guidance
Investment
Management
Our Fees
Our annual wealth management fees range from 0.30% – 0.70% depending upon investment assets subject to the minimum combined planning & wealth management fees below. See the table below for additional information.
Investment Assets |
Combined Minimum Planning &Wealth ManagemenT Fees |
---|---|
Greater Than $1.5 Million | $4,000 Quarterly |
Under $1.5 Million |
$2,000 Quarterly
|