Overview

Headquarters
Salem, OR
Total Firm Assets
$212 million
Average High-Net-Worth Client Portfolio Size
$2.7 million
Stated Minimum Account Size
$500,000

Fee Disclosure

Source: JH ADVISORS FORM ADV PART 2A (2026-03-09) · View brochure text

MinMaxDisclosed Annual Rate
$0 $500,000 1.25%
$500,001 $1,000,000 0.90%
$1,000,001 $2,000,000 0.70%
$2,000,001 $3,000,000 0.60%
$3,000,001 $5,000,000 0.55%
$5,000,001 and above 0.50%

Stated Minimum Annual Fee: $5,000

Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $10,750 1.08%
$5 million $34,750 0.70%
$10 million $59,750 0.60%
$50 million $259,750 0.52%
$100 million $509,750 0.51%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
73.90%
Number of High-Net-Worth Clients
58
Total Client Accounts
414
Discretionary Accounts
414

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars

Regulatory Filings

SEC CRD Number
139587

View firm on SEC ↗ · Current Form ADV (PDF) ↗

Frequently Asked Questions