Jennings Capital Management (JCM) helps clients find and monitor independent registered investment advisors (IRIAs). JCM assists clients in establishing a suitable portfolio management style based on their individual needs and circumstances. JCM also offers consulting services on various financial topics, including estate planning and retirement planning. JCM does not manage client assets directly but refers clients to IRIAs who act as investment managers.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$100K
- Consulting and administrative services are billed at an hourly rate ranging from $95 to $700 per hour, depending on the complexity of the client's circumstances. An estimate for total hours will be determined at the start of each engagement, and JCM generally requires up to 50% of the estimated fee to be paid upfront, with the balance due upon completion.
Hourly Rate:$95 - $700/hr
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