J.R. Pluta Capital Management offers investment management services, creating personalized portfolios based on clients' financial goals, time horizons, and risk tolerance. They make investment decisions for clients' accounts, buying and selling securities as needed. Clients can provide written instructions to restrict transactions in certain securities.
Assets Under Management$16M
Clients7
Advisors1
Avg. per Client$2.2M
Avg. per Advisor$16M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.75% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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