JMM Financial provides personalized and comprehensive investment management and investment monitoring services to individuals and retirement accounts. They tailor their services to each client's specific objectives. Clients can terminate the agreement at any time, and fees are charged through the date of termination.
Assets Under Management$3.8M
Clients23
Advisors1
Avg. per Client$170K
Avg. per Advisor$3.8M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Minimum Annual Fee:$650
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 0.75% |
| $750K - $1.5M | 0.65% |
| $1.5M+ | 0.55% |
Fees are for Investment Management Accounts. Investment Monitor Accounts have a different fee schedule: First $750,000: 0.40%, Next $750,000: 0.30%, Balance: 0.20%. When multiple household client accounts are combined for calculation of fees, an additional $50.00 charge per account is applied annually. Fees can be negotiated when necessary.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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