Your investment portfolio is constructed with your family's cash flow, wealth preservation, charitable, and wealth transition needs in mind. Our fees* are earned only on the management of your investments and all other services are provided to you at no additional expense to you.
We take a value approach to investing and begin by setting a strategic asset allocation based on your family's goals and objectives. With the ability to select the most suitable investments from our open architecture investment platform, we leverage the institutional capabilities of Wells Fargo Advisors to evaluate and select professional investment managers and vehicles to help preserve and grow your family's wealth.
Because we're serving multiple high-net-worth families, Jacoby Nealon & McCain Wealth Management Group clients benefit from operational efficiencies, scalable family service processes and access to quality institutional investment expertise.
* Fees for the PIM program include Advisory services, performance measurement, transaction costs, custody services and trading. Fees are based on the assets in the account and are assessed quarterly. There is a minimum fee of $250 per calendar quarter to maintain this type of account. Advisory accounts are not designed for excessively traded or inactive accounts, and may not be suitable for all investors. During periods of lower trading activity, your costs might be lower if our compensation was based on commissions. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services, including fees and expenses. The minimum account size for this program is $50,000.