Jmh Wealth Management, LLC

JMH Wealth Management, LLC is a Limited Liability Company established in December 2005 by Jeffrey Marc Harris, offering customized investment management services primarily to high-net-worth individuals, trusts, estates, and legal entities. The firm incorporates financial planning within its asset management process at no extra charge. JMHW invests client assets in domestic and international stocks, bonds, no-load mutual funds, and exchange-traded funds (ETFs), tailored to each client's risk profile. Clients can impose reasonable restrictions on account management, and JMHW operates as a fiduciary, obligated to act in clients' best interests. The firm charges an annual investment management fee based on a tiered schedule, with fees deducted monthly in arrears from client accounts. JMHW does not participate in wrap fee programs and managed $113,688,701 on a discretionary basis as of December 31, 2024. The firm's investment strategy involves fundamental analysis, focusing on factors determining a company's value and expected future earnings. JMHW's Chief Investment Officer, Jeffrey M. Harris, is responsible for all investment decisions. The firm primarily invests for long-term horizons and does not engage in short selling or option writing. Clients receive ongoing account monitoring and regular reports. JMHW does not charge performance fees and requires a minimum account size of $750,000, negotiable based on individual circumstances. The firm's fee structure, fiduciary status, investment strategy, and client account oversight ensure transparency and alignment with client interests.