Features & Benefits

Transactional (Brokerage) Advisory

Investment Advisory Relationship

Weekly Market Watch Newsletter

 

 

Educational Seminars & Engaging Webinars

 

 

In-Person Social Events

 

 

Community Involvement

 

 

Gold Standard Client Service Model

 

 

Access to Resources, Tools & Research 

 

 

Cash, Banking & Lending Solutions

 

 

Individual Buy/Sell Transaction Costs

 

 

Ongoing Review Meetings

 

 

Annual Advisory Management Cost

 

 

Proactive Advice and Planning

 

 

Discretionary Investment Management by our in-house CFA 

 

 

Custom Portfolios Designed by our in-house CFA

 

 

Periodic Portfolio Rebalancing

 

 

Financial Planning Services by a CFP® Professional

 

 

Retirement Planning

 

 

Tax Planning

 

 

Estate Planning Services

 

 

Divorce Planning Services by a CDFA® Professional

 

 

Access to Financial Planning Software

 

 

Business Planning Strategies

 

 

Goal Planning (Home Purchase, College Funding)

 

 

Gifting Strategies

 

 

Charitable Planning

 

 

Asset Protection & Lifetime Income Strategies

 

 

Risk Management Strategies

 

 

Tiered Advisory Cost

At JWM, our mission is to optimize your financial life and add value to your situation so you can profit from our advice. Ideally, we’re paying for ourselves in the process. Examples of such optimization are; increased alpha (additional portfolio returns, risk-adjusted), tax efficiencies, debt restructuring, strategic use of capital, and other planning and investment strategies.

Our compensation is based on an annual advisory management cost. We use a tiered cost structure where the annual management cost declines as the assets under management increases (see chart). This is an all-inclusive benefit; The annual advisory management cost covers comprehensive financial planning by a CFP® professional, comprehensive investment management by a CFA charter holder, and our gold-standard Client Service Model.