Jp Wealth Management, Inc.

JP Wealth Management Inc. is an SEC registered investment adviser established in June 2004, owned by Mark Perlson and John F. Carey. The firm offers financial planning, consulting, and investment management services. Clients must enter into written agreements with JPWM before receiving services. As of February 19, 2025, JPWM managed $252,392,860 in assets on a discretionary basis. The firm tailors its services to individual client needs, providing comprehensive financial planning and consulting services covering investments, retirement, education, and cash flow needs. Clients have full discretion over implementing recommendations. For investment management, JPWM allocates assets among various securities based on client objectives. Fees are charged on a fee basis, including fixed fees, hourly fees, and fees based on assets under management. The annual fee ranges from 0.40% to 1.00% based on portfolio value. JPWM does not provide performance-based fees. The firm serves individuals, pension plans, trusts, and corporations, imposing a minimum annual fee of $10,000. JPWM's investment analysis is fundamental, focusing on economic and political conditions. The firm emphasizes diversified asset allocation and globally diversified portfolios. Clients have investment discretion, and JPWM may vote proxies on their behalf. The firm receives economic benefits from Schwab, which provides custody and brokerage services. Clients receive regular account reviews and reports. JPWM has a Proxy Voting Committee and Proxy Voting Policies and Procedures.