Jamison Private Wealth Management, Inc
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Overview
Jamison Private Wealth Management, Inc operates as a financial advisory company based in Alpharetta, Georgia. The company administers $555.5 million in assets under management across 985 customer accounts, making it one of the larger investment advisory firms in the nation by assets under management (AUM). Jamison Private Wealth Management, Inc has a small group, including 3 financial advisors. Jamison Private Wealth Management, Inc does not act as a registered broker-dealer, signifying that it is not able to buy and sell securities for its clients' and own accounts and instead is required to go through a broker-dealer company to do so. Securities are defined as exchangable fiscal assets like bonds, options and stocks.
Jamison Private Wealth Management, Inc manages 972 of the firm's accounts on a discretionary basis. Discretionary management signifies that a portfolio manager has the discretion to make transaction choices without requiring client approval. The firm also oversees 13 non-discretionary accounts with a total of $16.2 million in AUM. The firm supervises about $563,918 for each customer account. The typical financial advisor at Jamison Private Wealth Management, Inc administers around 328 client accounts.
The company's main office is at 12630 Crabapple Road, Alpharetta, Georgia 30004. It is legally allowed to provide services to clients across 11 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Jamison Private Wealth Management, Inc by the Numbers
$555.5 million
3
985
$563.9 thousand
Products and Services
Services that Jamison Private Wealth Management, Inc provides include financial planning services and portfolio management for individuals and small businesses. Notably, it did not provide any of its customers with financial planning services in the prior financial year. Jamison Private Wealth Management, Inc is engaged in selling products or offering services apart from investment advice to its clients.
Core Advisor Services
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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.
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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.
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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
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Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees charged by financial advisors are based on the type of financial services offered. Fees billed by the company can consist of the following fee types: asset-based or hourly. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the company.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
Unavailable
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm does business with a broad range of customers. The firm works with retail investors, high net worth investors, pooled investment vehicles, pension plans, charitable organizations and corporations. Out of its 985 accounts, Jamison Private Wealth Management, Inc's biggest client group by number of accounts is retail investors, though it also manages money for 135 high-net-worth individuals. The SEC defines a high-net-worth individual as an investor 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 the company's clients are from outside of the U.S.
- High-Net-Worth Individuals* - 34.97%
- Other Individuals - 55.18%
- Corporations - 8.29%
- Charitable Organizations - 1.55%
* 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
Jamison Private Wealth Management, Inc does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Jamison Private Wealth Management, Inc
Alpharetta, GA
Alpharetta, GA
Alpharetta, GA
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