JR Snell Capital Management (JRSCM) offers investment management services using individual stocks, bonds, and exchange-traded funds. They also provide online financial planning tools to give clients a view of their total financial picture. JRSCM participates in the Model Marketplace of Altruist LLC, which provides access to model portfolios. JRSCM also offers financial coaching services, helping clients set and manage goals and review investments.
Assets Under Management$31M
Clients63
Advisors2
Avg. per Client$500K
Avg. per Advisor$16M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable. Clients who utilize Altruist Models will also be charged a separate Model Marketplace fee ranging between 0.00% and 1.00%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...