JRM Investment Counsel offers financial advice and manages investments for individuals, families, trusts, businesses, and retirement plans. JRM works with clients to understand their goals and create a plan to achieve them. This includes financial planning strategies such as college, retirement, tax, business succession, and estate planning. JRM manages investments based on a client's goals and risk tolerance, and provides ongoing monitoring and adjustments.
Assets Under Management$550M
Clients76
Advisors3
Avg. per Client$7.2M
Avg. per Advisor$180M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $5.0M | 0.60% |
| $5.0M - $20.0M | 0.50% |
| $20.0M - $50.0M | 0.40% |
| $50M+ | 0.30% |
Occasionally, JRM may offer a lower negotiated rate based on certain criteria, such as related accounts, anticipated future additional assets, or other considerations at their discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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