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


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