John A. Wolfe & Associates, Inc.

John A. Wolfe & Associates, Inc. provides fee-only asset management and assets-under-advisement services to individuals, high-net-worth clients, and institutional entities, charging advisory fees as a percentage of assets under management. The firm advises on portfolios composed of stocks, bonds, mutual funds and ETFs and offers administrative reporting for non-managed holdings.

The firm follows a conservative, long-term investment approach that emphasizes fundamental analysis and diversification, combining internally researched securities with externally managed funds (including access to certain DFA funds). Portfolios are monitored regularly with periodic reviews and triannual reports to clients, and the firm typically operates with client-authorized limited discretion while asking clients to participate in defining objectives and material changes.

Notably, JAWA operates with a single advisory principal despite being categorized with larger teams, resulting in an unusually high client-to-advisor ratio and AUM-per-advisor level relative to peers. The firm also employs standing letters of authorization for client account transfers for many relationships, participates in a Schwab Institutional program that provides custody and institutional product access, and highlights that access to some recommended mutual funds may depend on maintaining the advisory relationship.