Fees and Compensation — Form ADV Part 2A (11/27/2023)
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FEES AND COMPENSATION
Description
jhh wealth , LLC bases its fees on a percentage of assets under management.
Fee billing
Investment management fees are billed quarterly, in advance or arrears based on your management
agreement, meaning that we invoice you before or after the three-month billing period has begun or
ended. Payment in full is expected quarterly. Fees are usually deducted from a designated client
account to facilitate billing. The client must consent in advance to direct debiting of their investment
account.
Other Fees
Custodians may charge transaction fees on purchases or sales of certain mutual funds and exchange-
traded funds. These transaction charges are usually small and incidental to the purchase or sale of a
security. The selection of the security is more important than the nominal fee that the custodian
charges to buy or sell the security.
jhh wealth, LLC, in its sole discretion, may waive its minimum fee and/or charge a lesser investment
advisory fee based upon certain criteria (e.g., historical relationship, type of assets, anticipated future
earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related
accounts, account composition, negotiations with clients, etc.).
112 South Tryon Street, Suite
1220 5
Charlotte, NC 28284
Phone: (704) 332-2032
Expense Ratios
Mutual funds generally charge a management fee for their services as investment managers. The
management fee is called an expense ratio. For example, an expense ratio of 0.50 means that the
mutual fund company charges 0.5% for their services. These fees are in addition to the fees paid by
you pay jhhwealth, LLC.
Performance figures quoted by mutual fund companies in various publications are after their fees
have been deducted.
Past Due Accounts and Termination of Agreement
jhh wealth, LLC reserves the right to stop work on any account that is more than 60 days overdue.
Account Minimums and Types of Clients — Form ADV Part 2A (11/27/2023)
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TYPES OF CLIENTS
Description
jhh wealth, LLC generally provides investment advice to high net worth individuals, institutions,
investment companies, pension and profit-sharing plans, trusts, estates, or charitable organizations,
corporations or business entities.
Client relationships vary in scope and length of service.
Account Minimums
The minimum account size is $250,000. jhh wealth, LLC has the discretion to waive the account
minimum. Exceptions may include employees of jhh wealth, LLC and their relatives, or relatives of
existing clients.
Clients with assets below the minimum account size may pay a higher percentage rate on their
annual fees than the fees paid by clients with greater assets under management.
METHODS OF ANALYSIS, INVESTMENT STRATEGIES & RISK OF LOSS