Wealth Management
Your portfolio, built around your goals
Wealth management at JAADE Finance is not about chasing performance. It is about constructing a portfolio that reflects your financial goals, your risk tolerance, and your timeline. Our advisors build and manage portfolios with discipline, transparency, and a commitment to your long-term success.
$2.4B
Assets under management
15+
Years average advisor tenure
92%
Client retention rate
0
Commission-based products
Our approach
How we build and manage your portfolio
Every portfolio begins with a thorough understanding of your financial position, your goals, and your tolerance for risk. From there, our advisors construct a diversified allocation designed to pursue those goals through disciplined, evidence-based investing.
Portfolio construction
We do not use one-size-fits-all models. Each portfolio is constructed based on your specific financial goals, time horizon, and risk profile. Our advisors select from a broad universe of asset classes and investment vehicles to build a portfolio that fits your situation precisely.
Strategic asset allocation
Asset allocation is the single most significant driver of long-term portfolio outcomes. Our advisors allocate across equities, fixed income, real assets, and alternatives based on rigorous analysis of your goals, market conditions, and historical data. Allocations are reviewed and rebalanced on a disciplined schedule.
Tax-efficient investing
Returns matter less if taxes erode them. Our advisors employ tax-loss harvesting, asset location optimization, and strategic gain deferral to help preserve more of what your portfolio earns. Tax efficiency is integrated into every investment decision, not treated as an afterthought.
Estate planning integration
Your portfolio should serve your legacy as well as your lifetime. Our advisors coordinate with your estate attorney and tax professionals to ensure your investment strategy aligns with your estate plan, including trust structures, beneficiary designations, and charitable giving strategies.
What sets us apart
Independent advice. Transparent fees. Proactive partnership.
No commissions
Our advisors are compensated by fee, not by the products they recommend. This removes the conflict of interest that undermines trust at commission-based firms. Your advisor's incentive is aligned with your outcome.
Full fee disclosure
We disclose our complete fee structure before any engagement begins. There are no hidden charges, no embedded fund costs that go unmentioned, and no surprises on your statement. You will know exactly what you are paying and why.
Your advisor calls you first
You should not have to wonder what is happening with your portfolio. Our advisors initiate regular reviews, communicate market developments proactively, and reach out before you need to ask. This is what proactive partnership means in practice.
Example allocation
Sample portfolio allocation
The table below illustrates how a moderate-risk portfolio might be allocated across asset classes. Actual allocations vary based on each client's financial goals, risk tolerance, and time horizon.
| Asset class | Allocation | Role in portfolio |
|---|---|---|
| U.S. equities | 35% | Long-term growth |
| International equities | 15% | Geographic diversification |
| Fixed income | 25% | Stability and income generation |
| Real assets | 10% | Inflation protection |
| Alternatives | 10% | Non-correlated returns |
| Cash and equivalents | 5% | Liquidity and opportunity reserve |
Allocations shown are illustrative only and do not represent a specific client portfolio. Actual allocations will differ based on individual circumstances.
Common questions
Questions about wealth management
What is the minimum to open a wealth management account?
Our standard wealth management engagement begins at $250,000 in investable assets. For clients with assets below this threshold, we offer financial planning consultations and can recommend appropriate next steps.
How are your fees structured?
We charge an annual advisory fee based on assets under management, calculated as a percentage that decreases at higher asset tiers. There are no commissions, no performance fees, and no hidden charges. Our complete fee schedule is provided in writing before any engagement begins.
How often will I hear from my advisor?
At minimum, you will receive quarterly portfolio reviews and an annual comprehensive financial review. Beyond scheduled meetings, your advisor will reach out proactively whenever market conditions, tax law changes, or life events warrant a conversation. You will never be left to wonder what is happening with your portfolio.
Do you coordinate with my accountant and attorney?
Yes. Coordinated financial planning is more effective than isolated advice. With your permission, our advisors work directly with your tax professional and estate attorney to ensure your investment strategy, tax planning, and estate plan are aligned and mutually reinforcing.
Your financial goals deserve a structured plan
An initial consultation takes approximately 30 minutes. We will review your current financial position, discuss your goals, and determine whether our approach is the right fit for your situation.
Important disclosures
JAADE Finance does not guarantee investment returns. All investments involve risk, including the possible loss of principal. Past performance is not indicative of future results. This content is for informational purposes only and does not constitute investment, legal, or tax advice. The sample portfolio allocation shown on this page is illustrative and does not represent a recommendation for any specific client. Actual portfolio construction depends on individual financial goals, risk tolerance, time horizon, and other factors. Please consult a qualified financial advisor before making investment decisions. Advisory services are offered through JAADE Finance, a registered investment advisor.