Jp Wealth Management, Inc
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Learn more about Jp Wealth Management, Inc
Jp Wealth Management, Inc is a financial advisor company that has its headquarters in Mount Pleasant, South Carolina. Jp Wealth Management, Inc oversees $227.3 million in total assets across 233 customer accounts, placing it in the mid-tier of financial advisory firms in the country by assets under management (AUM). The firm has a small group, including 1 financial advisor. Jp Wealth Management, Inc does not act as a registered broker-dealer, signifying that it is not able to buy and sell securities for its own accounts as well as its customers' and instead is required to go through a broker-dealer company to do so. Securities are exchangable fiscal assets like options, bonds and stocks.
Jp Wealth Management, Inc administers all of the firm's client assets in a discretionary manner. Discretionary management signifies that buy and sell decisions for the client's account are made by an investment advisor without requiring client permission. The company's typical account size is $975,651. The average financial advisor at Jp Wealth Management, Inc oversees about 233 client accounts.
Jp Wealth Management, Inc's headquarters is located at 3401 Salterbeck Court, Mount Pleasant, South Carolina 29466-7117. It is legally registered to serve customers throughout a few states, including New Jersey, New York and South Carolina.
Assets Under Management
Number of Advisors
Jp Wealth Management, Inc by the Numbers
Products and Services
Jp Wealth Management, Inc provides a variety of financial services, which can include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. In the past fiscal year, the company provided 51-100 of its accounts with financial planning services. Jp Wealth Management, Inc is not involved in selling products or offering services aside from investment advisory services to its investment advisory accounts. It is also affiliated with a number of other service providers 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
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
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.
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Publication of Periodicals
This is the publication of various financial education materials.
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This is the hosting of seminars or workshops to educate investors on financial concepts.
Fees for financial advice vary depending on the type of services provided. Fees charged by the company likely are comprised of some blend of the following fee types: asset-based, hourly or fixed. The company does not provide a wrap fee program, in which the company offers a service bundle for a single fee.
Offered by 69% of firms
Percentage of AssetsShow 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
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 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.
Find one of the 1% of firms that offer this fee type
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
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
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
Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.
Types of Clients
The company caters to high net worth investors and pension plans. Out of its 233 clients, Jp Wealth Management, Inc's biggest client by number of accounts is high net worth investors, but it also serves 73 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an individual who has at least $750,000 under management or a net worth of more than $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its customers are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 91.25%
- Other Individuals - 0%
- Corporations - 8.75%
- Charitable Organizations - 0%
* 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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Jp Wealth Management, Inc does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Jp Wealth Management, Inc
Mount Pleasant, SC
Mount Pleasant, SC
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