J.P.Morgan Wealth Management Solutions Inc

CRD#335439
Investment Advisor Firm

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Learn more about J.P.Morgan Wealth Management Solutions Inc

  • Overview
  • By the Numbers
  • Fee Structure
  • Disclosures
  • State Registrations
  • Office Locations

    • Overview

    J.P.Morgan Wealth Management Solutions Inc is located at 383 Madison Avenue, New York, NY. The firm employs 11 financial advisors to manage client portfolios and provide financial guidance. J.P.Morgan Wealth Management Solutions Inc is not a registered broker-dealer.

    The firm offers services including portfolio management for individuals and small businesses, portfolio management for institutional clients, and other services. Its financial industry affiliations include broker-dealer or securities dealer, banking or thrift institution, trust company, insurance company or agency, pension consultant, and commodity pool advisor. The fee structure is categorized as other.

    J.P.Morgan Wealth Management Solutions Inc is registered in the states of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Montana, Nebraska, Nevada, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Utah, Vermont, Virginia, West Virginia, Wisconsin, Wyoming, Missouri, Washington, Texas, and New Hampshire.

    Number of Advisors

    11

    Disclosures

    No

    Office Location

    383 Madison Avenue
    New York, NY 10017

    J.P.Morgan Wealth Management Solutions Inc by the Numbers

    Total Number of Employees

    55

    National Average: 64
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    Fee Structure

    Financial management fees largely depend on the type of financial services provided. Fees charged by J.P.Morgan Wealth Management Solutions Inc typically consist of non-traditional fee structures. J.P.Morgan Wealth Management Solutions Inc does participate in a wrap fee program, in which the firm offers a bundle of services for a comprehensive fee.J.P.Morgan Wealth Management Solutions Inc can withdraw its expenses directly from customer accounts.

    Available

    • Offered by 10% of firms

      Other

      Show Explanation

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

    Unavailable

    • Find one of the 69% of firms that offer this fee type

      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.

    • Find one of the 21% of firms that offer this fee type

      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.

    • 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 32% of firms that offer this fee type

      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.

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    Disclosures

    J.P.Morgan Wealth Management Solutions Inc does not have any disclosures.

    Please visit its Form ADV for more details.

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