J.P. Morgan Wealth Planning
in Wealth Management from J.P. Morgan Securities
Would you recommend J.P. Morgan Wealth Planning to your friends?
| Community Rating |
Rating not yet determined |
| 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).
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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 .| Description | |
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| 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:
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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.
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These are the investment options J.P. Morgan Securities offers its clients.
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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.Contact
- Headquarters
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270 Park Avenue
New York City, NY 10017 - (212) 622-7423
- Visit Site
About J.P. Morgan Wealth Planning
Availability
- 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% |
J.P. Morgan Wealth Planning Community Reviews
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