JBGlobal.com L.L.C. manages investments for individuals, trusts, and foundations. JBGlobal uses a long-term value investing strategy, buying securities at discounts to their intrinsic value and selling when prices are high. JBGlobal avoids market timing and trading strategies, focusing on undervalued sectors. Charles Schwab & Co. is used as custodian.
Assets Under Management$120M
Clients50
Advisors1
Avg. per Client$2.4M
Avg. per Advisor$120M
Fee Structure
Minimum Investment:$2M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.50% |
| $200K - $300K | 1.25% |
| $300K - $500K | 1.10% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.95% |
Fees and account minimums may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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