Here’s What You Can Expect
At J.E. Wilson Advisors, LLC, our advisory fees consist of two interwoven components:
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.
Combined Minimum Planning &
Wealth ManagemenT Fees
|Greater Than $1.5 Million||$4,000 Quarterly|
|Under $1.5 Million||