JME Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
JME Wealth Management is an independent, single-advisor registered investment adviser that serves individuals, high‑net‑worth clients, and small businesses, overseeing roughly $48 million for about 34 client relationships. The firm provides broad financial planning, ongoing portfolio management, investment consultation, and business and retirement-plan rollover advice.
The firm constructs customized portfolios using a building‑block process that blends active and passive strategies, core‑plus‑satellite allocations, and occasional tactical positions, and it generally manages client assets on a discretionary basis. It routinely integrates institutional sub‑advisers into client accounts and, notably for a firm of this type, employs hedging and derivatives within its separately managed account offerings as part of its risk‑management toolkit.
JME Wealth Management offers complimentary educational workshops on planning and investing and discloses that the firm’s principal holds CFP certification and maintains insurance licensing, with insurance and annuity sales disclosed as an outside activity. The firm operates through a custodial relationship with Charles Schwab and limits its SMA lineup to a small slate of institutional managers (e.g., PIMCO, William Blair) in part because of state notice‑filing constraints, which affects the range of sub‑adviser strategies it recommends compared with many peers.
Client services
Expertise
Fee options
Fixed/project-based fees for broad-based financial planning from $1,000 to $20,000
$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
Commissions earned by licensed insurance agents on insurance and fixed annuity products
$400 per hour for modular financial planning services
Fee-only: Fixed fee for financial planning ranging from $1,000 to $20,000 and hourly fee of $400 per hour for modular planning
Main office
4801 Glenwood Ave, Suite 200
Raleigh NC 27612
Advisors at this office
1
Most active in
Louisiana · North Carolina · Virginia
Also doing business as
Jme Wealth Management · Jme Wealth Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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