JD Investment Management (JDIM) offers personalized investment portfolio management and financial planning services. JDIM evaluates your financial situation and risk tolerance to tailor investment recommendations. They primarily recommend stocks, mutual funds, ETFs, and bonds. JDIM manages accounts on a discretionary basis, meaning they make trades for you. They also offer limited financial planning services on specific topics.
Assets Under Management$25M
Clients14
Advisors1
Avg. per Client$1.8M
Avg. per Advisor$25M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4M+ | 0.60% |
All fees are subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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