JEHM WEALTH & RETIREMENT, LLC

RIASEC Registered

Total AUM

$65.1M

Discretionary

$65.1M

100% of AUM

Avg account

$334K

Accounts

195

Employees

Advisory reps

Firm details

Headquarters: SIMPSONVILLE, South Carolina
CRD number: 304253
Website: confidentretirementlife.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, SEI INVESTMENTS DISTRIBUTION CO.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Commissions
Client types: Individuals53.5%
HNWI45.45%
Pension & Profit Sharing Plans1.05%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Jehm Wealth & Retirement, LLC is an independent registered investment adviser organized as an LLC and owned by an individual principal. The firm combines investment advisory services with insurance brokerage, and it describes itself as a capital allocator that selects other advisers on behalf of clients. Its client base spans individual and family relationships as well as some institutional engagements, with primary advisory activities focused on financial planning, portfolio management for individuals and small businesses, and manager selection. Fee arrangements are flexible: the firm charges a percentage of assets under management and also offers hourly and fixed-fee engagements, while insurance and certain product-based work can generate commissions. Jehm Wealth & Retirement does not identify itself as an active ESG investor and is not listed as a multi-state adviser.