The goal...
GET YOUR DOUGH STRAIGHT.

We call it the dough-jo.

We build everything from scratch. No third party software. No extra cost!

Yeah, we're not your typical
financial advisor.

Our fee goes down as you grow.

Our yearly fee is based on your account value and debited directly from your account.
​
• No transaction or commission costs.
• Custom retirement plan numbers.
• NestEgg financial planning software.*
• Personal financial manager.
• Private, weekly classes & updates.
​• Cancel anytime.
Total account size:
$2,000 - $25,000 ............... 1.5%
$25,001 - $50,000 ............... 1.25%
$50,001 - $100,000 ............... 1.00%
$100,001 - $250,000 ............... 0.75%
​$250,000+ ............... 0.50%
For more information refer to your advisory agreement for
how fees are calculated.
*NestEgg currently available to accounts with $250,000 or more.
Find us on YouTube. Lots of helpful, specific videos. 

Have some questions?
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Other Important Steward Partners Disclosures
Jazz Wealth Form CRS as of 11/20/2024
Form ADV Part 2A as of 04/14/2026 
Steward Partners Form CRS
Custody and Data Provided By:
Jazz Wealth Managers, Inc. (CRD #282807 / SEC# 801-113840) is registered as an SEC registered investment advisory firm. 
 
Investment advisory services offered through Steward Partners Investment Advisory (“SPIA”). Additional advisory services also provide through Jazz Wealth Managers, Inc. ("JWM"). SPIA and JWM are SEC-registered investment advisers and unaffiliated entities. SPIA, Steward Partners Investment Solutions, and Steward Partners Global Advisory, LLC are affiliates and collectively referred to as Steward Partners.

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