JRO Wealth Management offers investment management, ongoing and one-time financial planning, tax preparation, and educational seminars. For investment management, JRO creates and manages portfolios based on clients' goals, risk tolerance, and tax considerations, primarily using stocks, bonds, mutual funds, and ETFs. Financial planning covers areas like business planning, cash flow, college savings, estate planning, insurance, investments, retirement, risk management, and tax strategies. JRO may recommend third-party professionals but does not receive compensation from them.
Assets Under Management$7.7M
Clients8
Advisors1
Avg. per Client$960K
Avg. per Advisor$7.7M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$7,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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