Jhh Wealth, LLC

SEC-regulated
Registered investment advisor
jhh wealth, LLC is a fee-only investment management firm established in 2010 and licensed as a Registered Investment Advisory Firm under the 1940 Act. The firm specializes in providing investment advisory services to high net worth individuals, institutions, investment companies, and other entities. jhh wealth, LLC manages approximately $41,012,128 million in assets for around 111 accounts. Clients are required to have a minimum account size of $250,000, although exceptions may apply. The firm's investment strategies include purchasing stocks, bonds, fixed income securities, preferred stocks, and other securities based on fundamental, technical, and cyclical analysis. jhh wealth, LLC charges an average investment advisory fee of 1%, with fees based on a percentage of assets under management. The firm does not receive commissions or finder's fees and does not use a performance-based fee structure to avoid conflicts of interest. Clients have the option to grant discretionary authority for trading, allowing the firm to make investment decisions on their behalf. jhh wealth, LLC maintains a Business Continuity Plan and an Information Security Program to safeguard client information and ensure operational resilience.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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