JMH Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$123,374,759
Clients
79
Advisors
2
of 3 employees
About
JMH Wealth Management serves high‑net‑worth individuals and related trusts, estates, and legal entities, offering customized, discretionary investment management and incorporating financial planning into its asset‑management service at no separate charge. The firm manages approximately $124 million for a relatively small client base and operates with a compact advisor team.
The firm’s investment process is grounded in fundamental analysis across equities, fixed income, no‑load mutual funds, and ETFs, with target asset allocation ranges set after client meetings and risk questionnaires. Investment decisions are made under centralized discretion by the firm’s chief investment officer, and portfolios are typically managed with multi‑year horizons though trading may occur more quickly as market conditions warrant.
Several features distinguish the firm from many peers: both of its advisory professionals hold the Chartered Financial Analyst (CFA) designation and senior personnel maintain additional fiduciary‑focused credentials, reflecting an emphasis on formal investment and fiduciary training. The firm requires client assets to be custodied at a single provider (Fidelity), does not permit directed brokerage, aggregates client trades, and discloses the operational benefits and potential conflicts that arise from that custody relationship.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% Amounts in excess of $1,000,000 - $3,000,000: 0.75% Amounts in excess of $3,000,000 - $5,000,000: 0.60% Amounts in excess of $5,000,000 - $10,000,000: 0.50% Amounts in excess of $10,000,000+: 0.40%
Account minimum: $750,000 (negotiable) Fee-only: Annual investment management fees charged monthly in arrears based on the tiered schedule. No additional charge for financial planning.
Main office
45 Lyme Road, Suite 307
Hanover NH 03755
Advisors at this office
2
Most active in
California · Massachusetts · New Hampshire · Pennsylvania · Texas · Vermont
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.
Advisors at this firm
Jeffrey H
CFA®
Hanover, NH
JMH Wealth Management, LLC
Jeffrey Harris is a CFA charterholder with 21 years of industry experience. He has been with JMH Wealth Management, LLC since 2006. JMH Wealth Management is a small, supported registered investment adviser serving primarily high-net-worth individuals and related entities. The firm offers discretionary investment management integrated with financial planning, focusing on fundamental analysis of equities, fixed income, mutual funds, and ETFs with a long-term investment horizon.
Cole H
CFA®, Series 65
Hanover, NH
JMH Wealth Management, LLC
Cole Harris is a CFA® charterholder and holds the Series 65 license, with eight years of experience in the financial industry. He has been with JMH Wealth Management, LLC since 2018 and previously worked with the Ministry of Education in Spain and AeroTek. JMH Wealth Management serves high-net-worth individuals and related entities, providing customized discretionary investment management combined with financial planning at no additional charge. The firm emphasizes fundamental analysis and centralized investment discretion, managing approximately $124 million with a compact advisor team.
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