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An Independent, Fee-Only Advisor

Paid Directly By You, Our Client

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

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