JMR Financial Group has been in business since 1981, offering comprehensive investment management, financial planning, tax preparation, and business accounting services. The firm manages investment portfolios on a discretionary basis, primarily utilizing exchange-traded funds and mutual funds through Charles Schwab & Co. JMR Financial Group tailors its investment strategies to each client's individual financial situation, goals, and risk tolerance. In addition to portfolio management, JMR Financial Group provides one-time and continuous financial planning, trust and will services, tax planning and preparation, and retirement plan administration. The team includes Certified Financial Planners, Certified Public Accountants, and accredited pension administrators who work with individuals, families, businesses, estates, and trusts.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.50% |
| $500K+ | 1.00% |
A single, non-aggregated account exceeding $500,000 receives a flat 1.0% fee on the entire balance. Fees are negotiable at the firm's discretion.