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  J.P. Morgan Wealth Planning

J.P. Morgan Wealth Planning

in Wealth Management from J.P. Morgan Securities

Unaffiliated

J.P. Morgan Wealth Planning

Unaffiliated

in Wealth Management from J.P. Morgan Securities

Net Recommendation Score -100%

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Highlights
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Community Rating

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Minimum Initial Investment $250,000
Median Account $216,000
Wealth Managers 5,507
U.S. AUM (billions) $130.30

J.P. Morgan Wealth Planning Review

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

J.P. Morgan Wealth Planning Pros & Cons
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.
J.P. Morgan Wealth Planning FAQ

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

J.P. Morgan Wealth Planning 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 Wealth Planning?

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

J.P. Morgan Wealth Planning charges an investment expense ratio that starts at 0.3% and ranges up to 1.45%

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

J.P. Morgan Wealth Planning charges an annual management fee that starts at $6,500 and ranges up to $65,000 .
J.P. Morgan Wealth Planning Fees
Description
Investment Expense Ratios 0.3% - 1.45%
Fee Model Management and/or advisory fee
Management / Advisory Fee $6,500 - $65,000

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

Wealth management companies typically offer a wide selection of services. J.P. Morgan Securities 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 Wealth Planning 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 Securities 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 Securities 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 Wealth Planning?

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

Availability

  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 0.3% - 1.45%
Median Account $216,000
U.S. AUM (billions) $130.30
Wealth Managers 5,507
Minimum Initial Investment $250,000
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 Wealth Planning Community Reviews

 

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SUPERMONEY NET RECOMMENDATION SCORE

-100%

-100% 0% +100%
No one recommends Everyone recommends

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.

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