Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $3.0M | 0.60% |
| $3.0M - $5.0M | 0.55% |
| $5M+ | 0.50% |
Minimum annual fee of $5,000 may be waived at JH Advisors’ discretion.
Fee Estimator
Investment management fees are based on a percentage of assets under management, following a tiered schedule. The minimum annual fee is $5,000, but this may be waived at the firm's discretion. Financial planning fees range from $95 to $695 per month, depending on the scope of services. Financial consulting fees range from $75 to $2295 per hour, with a minimum fee of $1,000. These fees may be waived or reduced if the client engages JH Advisors for investment management services.
Areas of Practice
Advisor Information
Office location
1564 Commercial St. Se, Salem, OR, 97302
Get directionsRegulatory History
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