Jh Advisors
Salem, Oregon
5.0
1 Review
JH Advisors, based out of Salem, OR, is a small investment advisory firm dedicated to providing comprehensive financial solutions to their clients. With over 60 individual clients and a remarkable $139,179,000 in assets under management, JH Advisors is committed to delivering personalized and exceptional service. While 401K and individual accounts make up less than 30% of their assets, JH Advisors possesses the expertise to effectively manage employer funds. All of the assets they oversee are handled with discretionary authority, ensuring flexibility and agility in investment decisions. Specializing in serving high net worth i...
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Assets Under Mgmt

$139.18M

Investment Professionals

3

Locations

0

% 401K & Individual

12%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pension consulting services
Selection of other advisers
Educational seminars/workshops
Other: CONSULTING
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