JRM Capital Management offers investment supervisory services on a discretionary or non-discretionary basis. JRM reviews clients' financial circumstances to determine suitable investments. Services include designing custom portfolios based on client objectives and risk tolerance, and pension consulting services for various types of pension plans. JRM may also furnish investment advice through consultations and prepare written financial plans.
Assets Under Management$2.7M
Clients32
Advisors1
Avg. per Client$84K
Avg. per Advisor$2.7M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.25% |
| $500K - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.25% |
| $5M+ | 0.90% |
Fees are subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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