James A. Jimenez offers investment supervisory services to individuals, corporations, pensions, and profit sharing plans. He continuously supervises the investment and reinvestment of client assets. Investment strategies are tailored to each client's objectives, considering their financial history, experience, age, time horizon, liquidity needs, assets, and risk tolerance. He primarily uses mutual funds, ETFs, equities, bonds, fixed income, debt securities, and money market funds.
Assets Under Management$4.5M
Clients1
Advisors1
Avg. per Client$4.5M
Avg. per Advisor$4.5M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
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 and may vary based on client circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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