Jamison Private Wealth Management (JPWM) offers investment advisory services, including reviewing client investment objectives, recommending asset allocation strategies, and preparing written investment strategies. JPWM manages investment portfolios on a discretionary or non-discretionary basis. JPWM also provides general consulting services on a project basis, including cash flow planning, estate planning analysis, income tax planning analysis, and insurance portfolio review.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Certain assets classes, such as cash, money market mutual funds, certificates of deposit and other short-term cash equivalents, are not generally included in the fee calculation. JPWM may impose a minimum portfolio value and/or a minimum annual fee. JPWM may, at its discretion, make exceptions to the foregoing, negotiate special fee arrangements and/or discount or waive fees where JPWM deems it appropriate under the circumstances. Additionally, JPWM may aggregate account values per household in order to offer fee discounts based on the total amount of assets under management.