Jh Advisors
Assets Under Management
$171.8M
Number of Clients
138
Number of Advisors
2
Average Client AUM
$1.2M
AUM per Advisor
$85.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Jamison Hanson Advisors LLC offers investment management services, including portfolio design, monitoring, and regular reviews. They primarily recommend mutual funds with a passive asset class investment philosophy. They also provide financial planning services covering personal, professional, education, tax, death & disability, retirement, investments, and divorce planning. Consulting services are also available.
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
Location
1564 Commercial St. Se, Salem, OR, 97302