NewJam Financial Strategist offers investment management services to individuals and small businesses on a limited basis. They also provide comprehensive wealth management on an incidental basis, as requested. Services include portfolio evaluation, investment objectives, risk tolerance strategies, education funding, retirement planning, asset allocation, tax and risk management, cash flow, and net worth analysis. Clients can choose to implement NewJam's recommendations or use another advisor.
Assets Under Management$260K
Clients3
AdvisorsN/A
Avg. per Client$88K
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$250
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.90% |
Fees are assessed and charged in arrears. Where variable products are used, NewJam will try to find companies that will facilitate or pay advisory fees of 1% in lieu of commissions.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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