Jdh Wealth Management, LLC

CRD#112474
Investment Advisor Firm

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Learn more about Jdh Wealth Management, LLC

  • Overview
  • By the Numbers
  • Products and Services
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations
  • Firm Advisors

    • Overview

    Jdh Wealth Management, LLC operates as a financial advisor firm headquartered in Santa Rosa, California. The firm oversees $286.0 million in total assets across 376 accounts, placing it in the mid-tier of firms in the United States by assets under management (AUM). Jdh Wealth Management, LLC has a small team, including 1 financial advisor. Jdh Wealth Management, LLC does not act as a registered broker-dealer, signifying that the firm cannot buy and sell securities for its own accounts as well as its customers' and instead must go through a broker-dealer firm to do so. Securities are exchangable fiscal investments such as bonds, stocks and options.

    Jdh Wealth Management, LLC manages all of the firm's accounts on a discretionary basis. Discretionary management means that a portfolio manager makes buy and sell judgments without needing the client's consent. Jdh Wealth Management, LLC's average account size is $760,748. An average financial advisor at Jdh Wealth Management, LLC oversees about 376 client accounts.

    Jdh Wealth Management, LLC's main office is at 181 Concourse Boulevard, Santa Rosa, California 95403. The firm is registered to provide services to investors throughout a few states, including California, Idaho and Texas.

    Assets Under Management

    $286.0 million

    Number of Advisors

    1

    Disclosures

    No

    Office Location

    181 Concourse Boulevard
    Santa Rosa, CA 95403

    Jdh Wealth Management, LLC by the Numbers

    Total Assets Under Management

    $286.0 million

    National Average: $8.6 billion
    Total Number of Employees

    3

    National Average: 64
    Total Number of Accounts

    376

    National Average: 375,227
    Average Account Size

    $760.7 thousand

    National Average: $23.0 thousand
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    Products and Services

    Jdh Wealth Management, LLC offers multiple financial services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Notably, Jdh Wealth Management, LLC did not provide financial planning services to any of its clients in the last financial year. The company is involved in selling products or offering services apart from investment advice to its customers. The company is affiliated with a number of other companies in the financial services industry, including with an accountant or accounting firm.

    Core Advisor Services

    • Offered by 31% of firms

      Financial Planning Services

      This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.

    • Offered by 46% of firms

      Portfolio Management

      This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.

    • Find a firm that offers this service

      Market Timing Services

      This is the practice of attempting to make short-term profits on investments by buying low and selling high.

    Other Services

    • Offered by 20% of firms

      Selection of Other Advisors

      This is the firm's assistance with choosing other advisors to work with who may have different specialties.

    • Find a firm that offers this service

      Publication of Periodicals

      This is the publication of various financial education materials.

    • Find a firm that offers this service

      Educational Seminars/Workshops

      This is the hosting of seminars or workshops to educate investors on financial concepts.

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    Fee Structure

    Fees for financial advice typically depend on which services the firm provides the client. However, fee types charged by Jdh Wealth Management, LLC likely are comprised of any blend of the following fee structures: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the firm.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 21% of firms

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Offered by 32% of firms

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    Unavailable

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 26% of firms that offer this fee type

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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    Types of Clients

    The company does business with a broad range of investors. Jdh Wealth Management, LLC provides services to retail investors, high net worth investors, pension plans, charitable organizations and corporations. Out of its 376 customers, Jdh Wealth Management, LLC's biggest client group is high net worth investors, but it also manages money for 98 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an individual who has at least $750,000 in AUM or a net worth of at least $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its customers are from outside of the U.S.

    • High-Net-Worth Individuals* - 71.53%
    • Other Individuals - 21.17%
    • Corporations - 6.57%
    • Charitable Organizations - 0.73%

    * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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    Disclosures

    Jdh Wealth Management, LLC does not have any disclosures.

    Please visit its Form ADV for more details.

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    Financial Advisors at Jdh Wealth Management, LLC

    Matthew Delaney
    Santa Rosa, CA

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