John A. Wolfe & Associates, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$553,917,000
Clients
446
Advisors
1
of 3 employees
About
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.
Client services
Expertise
Fee options
0.75% to 0.15% annually (negotiable per client)
Account minimum: $500,000 Fee-only: Adviser is fee-only, compensated only by fees paid by clients.
Main office
440 West Centre Avenue, Suite 4
Portage MI 49024-5357
Advisors at this office
1
Most active in
California · Florida · Indiana · Michigan · Minnesota · New Hampshire · North Carolina · Ohio · Texas · Washington
Also doing business as
John A. Wolfe & Associates, Inc. · Miller Financial Group Inc · The Miller Financial Group, Inc.
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.
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