Joss Brown Wealth Advisors (JBWA) provides financial planning, investment management, and consulting services to individuals, high-net-worth individuals, pension plans, and other entities. As a fee-only firm, JBWA does not accept referral fees. Services can be combined or offered separately. JBWA may recommend other professionals for implementation purposes, but clients are not obligated to use them.
Fee Structure
Joss Brown Wealth Advisors' investment management fees range from 0.25% to 1% of your investments annually, subject to a $5,000 minimum per year. The fee is calculated quarterly in advance. The exact fee depends on the amount you invest, the complexity of your situation, and the services you need. For clients using Betterment, JBWA may receive an additional 2% over the fee Betterment charges. Some high-net-worth clients may use separately managed accounts with Breckenridge or Dimensional Fund Advisors (DFA), which may incur additional fees up to 0.35% or between 0.29% and 0.5% per year, respectively.
