SuperMoney 
  J.P. Morgan

J.P. Morgan

in Wealth Management from J.P. Morgan

Unaffiliated

J.P. Morgan

Unaffiliated

in Wealth Management from J.P. Morgan

Net Recommendation Score -100% Recommendation score measures the loyalty between a provider and a consumer. It's at +100% if everybody recommends the provider and at -100% when no one recommends.

Rating not yet determined

In our efforts to provide the community with the most accurate information, recommendation rating is not determined until a sufficient number of SuperMoney users cast their vote
0 users recommend
0 users are unsure
2 users don't recommend
Cast your vote
Cast your vote

Would you recommend J.P. Morgan to your friends?

Thanks for your vote!

Thanks for your vote!

You voted: May or may not recommend

Highlights
Highlights
Community Rating

Rating not yet determined

In our efforts to provide the community with the most accurate information, recommendation rating is not determined until a sufficient number of SuperMoney users cast their vote
Median Account $216,000
Minimum Account $250,000
U.S. AUM (billions) $130.30
Wealth Managers 5,507

J.P. Morgan Review

J.P. Morgan is offered by J.P. Morgan, founded in 1824 and based in New York City, NY. J.P. Morgan is available in 50 states (and Washington, DC).

What wealth management fees does J.P. Morgan charge?

J.P. Morgan uses a fee-only model .

Fee-only model. The main advantage of this model is clients don't have to worry their wealth managers are influenced by commissions when making financial recommendations. Fee-only advisors have a fiduciary duty toward their clients. That means they are legally required to put their clients' interests first and cannot sell them a product they don't need or that goes against their goals or risk tolerance.

What are the investment expense ratios of J.P. Morgan?

Hiring a wealth management firm with competitive investment fees is one of the most important steps to maximizing your portfolios performance.

J.P. Morgan charges an investment expense ratio that starts at .30% and ranges up to 1.45%

What are the annual management fees of J.P. Morgan?

J.P. Morgan charges an annual management fee that starts at $6,500 and ranges up to $65,000 .
J.P. Morgan Fees
Description
Investment Expense Ratios 0.30% - 1.45%
Fee Model Management and/or advisory fee
Management / Advisory Fee $6,500 - $65,000

What wealth management services does J.P. Morgan offer?

Wealth management companies typically offer a wide selection of services. J.P. Morgan provides the following:

Wealth Management Services Offered Options
Supported Options Unsupported Options
  • Strategic Research
  • Cash management
  • Estate Planning
  • Investment Advice
  • Tax Planning
  • Acquisitions and dispositions
  • Financial reporting
  • Accounting
  • Due diligence
  • What investment vehicles does J.P. Morgan offer?

    A well-balanced portfolio should include a mix of investments, such as stocks, bonds, real estate, and other investment vehicles. It should also contain assets with varying levels and types of risk to help minimize the overall impact if one of the portfolio's assets loses its value.

    J.P. Morgan offers the following types of investment portfolios and account types.

    Investment Vehicles Options
    Supported Options Unsupported Options
  • Real estate securities
  • Separate accounts
  • Real estate debt
  • Strategic partnerships
  • Commingled funds
  • Co-investment programs
  • Global indirect investments
  • These are the investment options J.P. Morgan offers its clients.

    Investment Choices Options
    Supported Options Unsupported Options
  • Stocks
  • Mutual Funds
  • Bonds
  • ETFs
  • Options
  • FOREX
  • Futures
  • Pink Sheets / OTCBB
  • Real Estate
  • Startups
  • Marketplace Loans
  • International Stocks
  • Cryptocurrencies
  • What is the minimum amount you have to invest to open an account with J.P. Morgan?

    The minimum amount to open an account with J.P. Morgan is 250000. The median account with J.P. Morgan has $216,000 under management.

    How does J.P. Morgan compare to other wealth management companies?

    Pros & Cons of J.P. Morgan
    Pros Cons
  • Offers tax planning services.
  • Provides personalized investment advice.
  • Includes estate planning.
  • Wide selection of wealth management services offered.
  • Broad selection of investment vehicles.
  • Competitive investment expense ratios.
  • No minimum amount to open an account.
  • 1:1 collaboration with a personal Financial Advisor rather than a team.
  • J.P. Morgan owns some of the products they recommend, so they may have company incentive to advise investing in those products over others.
  • SUPERMONEY Disclosure: SuperMoney.com is an independent, advertising-supported service. The owner of this website may be compensated in exchange for featured placement of certain sponsored products and services, or your clicking on links posted on this website. Read more...

    Contact

    About J.P. Morgan

    Availability

    Alaska Alabama Arkansas Arizona California Colorado Connecticut Washington, D.C. Delaware Florida Georgia Hawaii Iowa Idaho Illinois Indiana Kansas Kentucky Louisiana Massachusetts Maryland Maine Michigan Minnesota Missouri Mississippi Montana North Carolina North Dakota Nebraska New Hampshire New Jersey New Mexico Nevada New York Ohio Oklahoma Oregon Pennsylvania Rhode Island South Carolina South Dakota Tennessee Texas Utah Virginia Vermont Washington Wisconsin West Virginia Wyoming
      Available in 50 states and Washington, D.C.
    • Alabama
    • Alaska
    • Arizona
    • Arkansas
    • California
    • Colorado
    • Connecticut
    • Delaware
    • Washington, DC
    • Florida
    • Georgia
    • Hawaii
    • Idaho
    • Illinois
    • Indiana
    • Iowa
    • Kansas
    • Kentucky
    • Louisiana
    • Maine
    • Maryland
    • Massachusetts
    • Michigan
    • Minnesota
    • Mississippi
    • Missouri
    • Montana
    • Nebraska
    • Nevada
    • New Hampshire
    • New Jersey
    • New Mexico
    • New York
    • North Carolina
    • North Dakota
    • Ohio
    • Oklahoma
    • Oregon
    • Pennsylvania
    • Rhode Island
    • South Carolina
    • South Dakota
    • Tennessee
    • Texas
    • Utah
    • Vermont
    • Virginia
    • Washington
    • West Virginia
    • Wisconsin
    • Wyoming

    Feature Breakdown

    Management / Advisory Fee $6,500 - $65,000
    Investment Expense Ratios 0.30% - 1.45%
    Median Account $216,000
    Minimum Account $250,000
    U.S. AUM (billions) $130.30
    Wealth Managers 5,507
    Investment Vehicles
    • Real estate debt
    • Real estate securities
    • Separate accounts
    • Strategic partnerships
    Wealth Management Expertise
    • Investing Advice
    • Real Estate Investing
    • Tax Planning
    Wealth Management Services Offered
    • Cash management
    • Estate Planning
    • Investment Advice
    • Strategic Research
    • Tax Planning

    J.P. Morgan Community Reviews

     

    Would you recommend J.P. Morgan to your friends?

    Before we publish your vote:

    Please explain your vote by sharing your experience.

    Writing a review increases the credibility of your vote and helps your fellow users make a better-informed decision.

    Please write a review to submit your vote
    Cancel my vote
    (will require moderator approval)

    Other Wealth Management

    Facet Wealth
    Rating not yet determined In our efforts to provide the community with the most accurate information, recommendation rating is not determined until a sufficient number of SuperMoney users cast their vote

    1 Reviews