JCM Capital Mgmt is an investment management firm based in Wichita, KS. They focus on equity investments, but will consider bonds if requested. JCM constructs stock portfolios based on client risk tolerance, aiming for long-term growth and value. Portfolios may include large to mid cap stocks and ETFs. Trading is minimized to reduce tax consequences. Clients can restrict investments, but this may affect performance.
Assets Under Management$30M
Clients12
Advisors1
Avg. per Client$2.5M
Avg. per Advisor$30M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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