Jmh Wealth Management Fees & Minimum

Overview

Headquarters: Hanover, NH
Total Firm Assets: $124 million
Average High-Net-Worth Client Portfolio Size: $3.3 million
Stated Minimum Account Size: $750,000

Fee Disclosure

Source: JMHW PART 2A (2026-05-01) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$1,000,000	1.00%
$1,000,001	$3,000,000	0.75%
$3,000,001	$5,000,000	0.60%
$5,000,001	$10,000,000	0.50%
$10,000,001	and above	0.40%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$10,000	1.00%
$5 million	$37,000	0.74%
$10 million	$62,000	0.62%
$50 million	$222,000	0.44%
$100 million	$422,000	0.42%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 85.79%
Number of High-Net-Worth Clients: 32
Total Client Accounts: 203
Discretionary Accounts: 203

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients

Regulatory Filings

SEC CRD Number: 139294

JMHW PART 2A (2026-05-01) (fee schedule source) · View brochure text

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

Frequently Asked Questions

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