JME Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$48,264,866
Clients
34
74% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
34
HighAverage account size
$1,419,555
About
JME Wealth Management is a small independent registered investment adviser that serves individual and high‑net‑worth clients as well as small businesses, providing comprehensive financial planning, portfolio management, and access to separately managed accounts. The firm also conducts periodic educational workshops on personal finance and investing topics, an offering that is less common among peers.
The firm manages discretionary portfolios using a building‑block approach that blends active and passive management, core‑and‑satellite allocations, tactical positions, and hedging, and it integrates institutional sub‑advisers into client portfolios. Unusually for an independent single‑advisor firm, the manager may employ derivatives within separately managed accounts as part of hedging and risk‑management strategies.
Operating as a solo adviser with roughly 34 client relationships and about $48 million in assets, the firm maintains a concentrated client base and notes limitations on the pool of available sub‑advisers for some clients due to state notice‑filing constraints. The adviser is also a licensed insurance agent who earns commission income from insurance transactions and discloses that activity and any related conflicts when recommending such products.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Expertise
Cash flow / budgeting
College savings (529s, UTMA, etc.)
General retirement planning
Active portfolio management
Occupation focus
Founder/Business Owner
Executive
Fee options
$0 - $1,000,000: 0.90% annually $1,000,001 - $2,000,000: 0.80% annually $2,000,001 - $3,000,000: 0.70% annually $3,000,001 - $5,000,000: 0.65% annually $5,000,001+: 0.60% annually
Insurance agent commissions and renewal income from insurance and fixed annuity contracts
Hourly financial planning rate is $400 per hour, billed in six-minute increments
Minimum fee: Fixed fee for financial planning ranges from $1,000 to $20,000; hourly fee for modular planning is $400 per hour Fee-only: Financial planning fixed fees and hourly fees; asset-based portfolio management fees; no commissions on securities
Main office location
JME Wealth Management
4801 Glenwood Ave, Suite 200
Raleigh NC 27612, United States
Number of offices
1
Most active in
JME Wealth Management has reported serving >5 clients in these states in the last 12 months.
Louisiana · North Carolina · Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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