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.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are generally negotiable.