Jefferson Asset Management, led by P. Paul Albano, offers investment advice to individuals with general and retirement accounts. JAM manages investments based on client objectives and restrictions, using a buy-and-hold strategy to minimize trading fees. The firm utilizes both fundamental and technical analysis in its investment decisions.
Assets Under Management$5.9M
Clients28
Advisors1
Avg. per Client$210K
Avg. per Advisor$5.9M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 2.00% |
| $50K - $100K | 1.50% |
| $100K - $250K | 1.38% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.13% |
| $1M+ | 1.00% |
Fees are not negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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