JEHM Wealth & Retirement, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$65,126,659
Total clients
116
9% high-net worth
Total advisors
3
of 6 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
39
Average account size
$561,437
About
JEHM Wealth & Retirement, LLC serves individual and high‑net‑worth clients with comprehensive financial planning, targeted consulting, and discretionary portfolio management. The firm provides written comprehensive plans, hourly consulting engagements, and ongoing account management implemented through model portfolios and a sub‑adviser relationship.
Its investment process begins with a client‑specific asset allocation based on goals and risk tolerance and uses both fundamental and technical analysis to monitor portfolios. Portfolios are typically implemented via model strategies and a sub‑adviser (currently AE Wealth Management) that has discretion to select securities and execute trades while JEHM retains the authority to hire or replace that sub‑adviser and conducts regular account and plan reviews.
Noteworthy for a firm of its size, the principals act as licensed insurance agents and may receive insurance commissions separate from advisory fees, a conflict of interest the brochure discloses. The firm also reported recent material changes — including appointment of a new chief compliance officer, the addition of AE Wealth Management as an asset management platform, and the ability to use Charles Schwab as a custodian — and delegates fee collection and trade execution authority to its sub‑adviser, operational features prospective clients should consider.
Client services
Expertise
Fee options
Financial planning fixed fees range from $500 to $5,000, negotiable.
$0 - $999,999: 1.00% - 1.50% $1,000,000 - $2,999,999: 0.80% - 1.30% $3,000,000+: 0.70% to 1.20%
$150 per hour
Account minimum: $250,000
Main office location
JEHM Wealth & Retirement, LLC
117 Woodruff Place Circle, Suite A
Simpsonville SC 29681, United States
Number of offices
1
Most active in
Florida · South Carolina
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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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.
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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
Quick links
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