J.P. Capital Management provides ongoing portfolio management and financial consulting services. They help clients with investment strategy selection and manage investment accounts based on the client's financial situation, goals, and risk tolerance. J.P. Capital employs various investment strategies, including diversified portfolios and dynamic trading strategies, using equities, ETFs, options, bonds, and other investments. They also offer basic financial consulting on topics like budgeting, retirement planning, and advice on financial transactions.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 0.50% |
| $250K - $1.0M | 0.50% |
| $1M+ | 0.50% |
These fees are for Traditional Balanced Accounts. Allocation Accounts are charged 0.50% on all assets. Trading Long-Only Accounts are charged 1.50% on all assets. Trading Accounts are charged a performance-based fee ranging between 16.00% - 20.00% of all “New Net Profits”.