Joseph Jekyll Advisers offers investment management, advisory consultations, financial planning, and financial publications to individuals, high net worth individuals, businesses, charitable organizations, and trusts. The firm constructs portfolios using mutual funds, equities, exchange-traded funds, and fixed income securities. Financial planning services cover investment planning, budgeting, retirement planning, risk management, and capital needs analysis. Business consulting services are also available.
Assets Under Management$9.1M
Clients9
Advisors1
Avg. per Client$1M
Avg. per Advisor$9.1M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Performance-based fees are available for institutional investors and qualified clients only (0.5% of assets plus 10% of profits). Non-discretionary investment management fees range from 0.5% to 1% of assets and are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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