• Home
  • About
  • Why juris wealth
  • Core principles
  • Investment Philosophy
  • The Team
  • Our Clients
  • Cost
  • White Paper
  • Other
    • Partners & Affiliations
    • Contact
    • Disclosure
  • More
    • Home
    • About
    • Why juris wealth
    • Core principles
    • Investment Philosophy
    • The Team
    • Our Clients
    • Cost
    • White Paper
    • Other
      • Partners & Affiliations
      • Contact
      • Disclosure

  • Home
  • About
  • Why juris wealth
  • Core principles
  • Investment Philosophy
  • The Team
  • Our Clients
  • Cost
  • White Paper
  • Other
    • Partners & Affiliations
    • Contact
    • Disclosure

All services are included in one advisory fee, which is billed quarterly and equals 0.95% annually on managed assets up to $2 million, 0.75% on assets from $2 million to $5 million and 0.55% on assets above $5 million.  Minimum account size is $500,000.

 © Copyright 2020 JurisWealth.com 

  

* Timothy Corriero (represented under the tradename “Juris Wealth”) is an Investment Advisor Representative of Gemmer Asset Management LLC (“GAM”), an investment adviser registered with the Securities and Exchange Commission that maintains its principal place of business located in Walnut Creek, California. See disclosures.   See Client Relationship Summary Form CRS.


Receive my blog posts and market updates - for FREE

No obligation, just great content tailored to you, the busy lawyer.

Click to receive