Fleischer & Johnson Wealth Management, INC.

Fee-Only (% of Portfolio)

Fleischer & Johnson Wealth Management (FJWM) offers portfolio management services to individuals and high-net-worth individuals under a wrap fee program. FJWM creates an Investment Policy Statement for each client, outlining their financial situation and risk tolerance. FJWM has discretionary authority to select securities and execute transactions. FJWM generally limits its investment advice to mutual funds, equities, fixed income securities, ETFs, ETFs in the gold and precious metal sectors, real estate funds, REITs, non-U.S. securities, and insurance products including annuities.

Assets Under Management$100M
Clients232
Advisors1
Avg. per Client$440K
Avg. per Advisor$100M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees are generally negotiable.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

1 Advisors at this firm