Jamison Private Wealth Management, Inc.

Wealth Management Firm in Milton, GA

Firm Info
Address: 12630 Crabapple Rd Suite 300, Milton, GA 30004, USA
Phone: (678) 323-3454

Firm Size
Assets Under Management: $551.7 million
# of Advisors: 3
# of Clients: 893
Client to Advisor Ratio: 298:1
Average Account Size: $617,859
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pooled Investment Vehicles
  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly

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Jamison Private Wealth Management, Inc. Overview

JAMISON PRIVATE WEALTH MANAGEMENT, INC. is a fee-only registered investment advisory firm that has been in business since 2000. Their headquarters are located in Milton, GA, and they operate as both an accounting firm and a provider of investment advice. As a fee-only firm, JAMISON PRIVATE WEALTH MANAGEMENT, INC. does not receive financial compensation from third-party sources. This ensures that their advice is always unbiased and in the best interest of their clients. JAMISON PRIVATE WEALTH MANAGEMENT, INC. offers financial planning services to help clients achieve their long-term financial goals. Additionally, they provide portfolio management services for both individuals and small businesses to help them grow their investments over time. Overall, JAMISON PRIVATE WEALTH MANAGEMENT, INC. is an experienced and reputable firm that provides a range of comprehensive financial services to help their clients achieve financial success.

fee flat fee commission-based fee JAMISON PRIVATE WEALTH MANAGEMENT, INC. is a wealth management firm that caters to a diverse clientele. Their services encompass a wide range of financial planning and investment management solutions. They work with individuals and high net worth individuals who seek customized investment strategies and comprehensive financial planning advice. Additionally, they provide services to pooled investment vehicles, pension or profit sharing plans, charitable organizations, and other types of corporations that require expert guidance and tailored solutions. JAMISON PRIVATE WEALTH MANAGEMENT, INC. offers various fee structures that are dependent on the nature of the service provided. Clients can choose from different options such as a percentage of assets under management (AUM), an hourly fee, a flat fee or a commission-based fee. The percentage of AUM charges a certain percentage of the total assets managed by the firm for the client. The hourly fee structure charges clients based on the actual time spent on managing their finances. The flat fee structure, on the other hand, charges a specific amount regardless of the total assets handled. Lastly, the commission-based fee structure charges clients based on the number and value of securities transactions executed on their behalf. JAMISON PRIVATE WEALTH MANAGEMENT, INC. ensures that their fee structures are transparent, cost-efficient and aligned with the goals and objectives of their clients.

Typical Clients, Fee Structures & Investment Minimum

According to the Part 2 Brochure of Jamison Private Wealth Management, Inc. (JPWM), the firm may require a minimum portfolio value or annual fee for their conventional investment advisory services. However, the specific investment minimum is not mentioned in the brochure. Therefore, it is recommended to contact JPWM directly to determine their investment minimum requirement.

How This Office Can Help Milton, GA Residents

Jamison Private Wealth Management, Inc. provides a comprehensive range of services to clients in Milton, GA. The firm's financial advisors work closely with clients to understand their unique needs and priorities, analyzing their financial situations and creating customized financial plans to help clients achieve their goals. Their team's expertise in investment management, estate planning, tax planning, and retirement planning provides significant benefits in achieving each of their clients’ goals. Clients residing in Milton, GA often face a range of financial challenges, such as managing retirement savings, dealing with complex estate planning issues, and navigating tax laws. Jamison Private Wealth Management, Inc. helps address these challenges by providing personalized financial planning services and investment management solutions. Additionally, the firm's team of experts can provide guidance in navigating the ever-changing tax landscape and creating comprehensive estate plans tailored to each client’s needs. With a focus on establishing long-term relationships with clients, Jamison Private Wealth Management, Inc. seeks to ensure that their clients achieve their financial goals and maintain financial security throughout their lives.

To view the Minimum Investment and Fee Schedule for Jamison Private Wealth Management, Inc., visit their Part 2 Brochure.

Services Offered by Jamison Private Wealth Management, Inc.

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Jamison Private Wealth Management, Inc. most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Unavailable
Subscription (Newsletter or Periodical)
Fixed Fees (Other than subscription)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 12630 Crabapple Rd Suite 300, Milton, GA 30004, USA
Phone (678) 323-3454
Opening Hours
  • Mon 9 AM–5 PM
  • Tue 9 AM–5 PM
  • Wed 9 AM–5 PM
  • Thu 9 AM–5 PM
  • Fri 9 AM–4 PM
  • Sat Closed
  • Sun Closed
Directions
Google My Business Reviews:

Other Office Locations

This firm has no other locations.

State Registrations

Jamison Private Wealth Management, Inc. is registered to service clients in the following states:

  • Alabama
  • California
  • Florida
  • Georgia
  • Louisiana
  • North Carolina
  • Ohio
  • Pennsylvania
  • South Carolina
  • Tennessee
  • Texas

Disciplinary History

Jamison Private Wealth Management, Inc. does not have any disclosures. Please visit it's Form ADV for more details.

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