Are We a Fit? - J.E. Wilson Advisors

Are We a Fit?

Our focus is partnering with individuals in their peak accumulation years, typically late 40’s – early 60’s. We are most successful with individuals that believe mostly as we do: that planning, guidance, and management are crucial for sustainable financial success.

Investing is About Behavior and Choices

  • 100% Fee-Only. Client advocate. No hidden agendas or conflicts.
  • Financial planning focused. Your priorities and desired outcomes determine the path.
  • Rigorous, integrated investment philosophy based on market evidence.
  • Behavioral guidance.
  • Unbridled honesty and no-judgment advice.
  • Deeply experienced perspective working with successful individuals for over 30 years.

This is where we stand. Are we a fit? For us to have a successful advisory relationship, you need to want advice. While our approach can be for anyone, it clearly is not for everyone.

We believe in the value of continuous financial planning and behavioral guidance. We help clients create a path for the future and stick to their plan. We help clients filter out meaningless market noise.

Ready for a real conversation?

Our Fees

In order to maintain strict independence we are only paid directly by our clients. Our advisory fees consist of two interwoven components:

  • financial planning & guidance
  • investment management
Investment Management Fees Range from 0.40% – 1.00% per year
depending upon investable assets
Investment Assets Combined Minimum Planning &
Management Advisory Fees
Greater than $1Million $12,000
Under $1Million $6,000
For investors who are focused on savings for their future, we offer SecurePath™ a virtual planning and management service with a combined minimum fee of $2,000 per year.
Fees are billed quarterly in advance.