James A. Jimenez has been in business since 1997, operating as a registered investment advisor based in San Jose, California. The firm provides ongoing investment management and supervisory services to individuals, corporations, pensions, profit-sharing plans, and trusts. Portfolios are tailored to each client's specific financial history, age, time horizon, and risk tolerance. Investment strategies focus primarily on no-load mutual funds, exchange-traded funds, equities, bonds, fixed income, debt securities, and money market funds. James A. Jimenez emphasizes diversification and regular portfolio monitoring and rebalancing. The firm also assists clients in establishing custodial accounts with SEI Investments Management Corporation and utilizes SEI's asset management program. In addition to investment services, James A. Jimenez is a licensed insurance agent and may recommend insurance products or additional investment providers from which they may receive compensation.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.95% |
| $200K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.00% |
Fees are negotiable at the sole discretion of James A. Jimenez based on account size and type.