JDM Financial Group manages client investments by determining an asset allocation based on client needs and risk tolerance. JDM then selects mutual funds or exchange-traded funds to represent various asset sub-categories. JDM has contracted with First Ascent Asset Management, LLC to provide subadvisory services. JDM offers discretionary asset management services through an all-inclusive wrap fee program.
Assets Under Management$300M
Clients143
Advisors4
Avg. per Client$2.1M
Avg. per Advisor$74M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $10.0M | 1.00% |
| $10M+ | 0.90% |
Fees are negotiable at JDM's sole discretion based on the scope and complexity of services to be rendered and account size.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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