Jarvis Global Investments provides continuous investment management services to individual and institutional clients. The firm focuses on building diversified portfolios using stocks, bonds, exchange-traded funds, and alternative investments. Jarvis Global Investments aims to deliver long-term growth and lower volatility by purchasing quality companies at reasonable prices and avoiding short-term market timing. In addition to portfolio management, Jarvis Global Investments can recommend consulting services for non-investment matters such as estate planning, tax planning, and insurance, though clients retain discretion over implementation.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.50% |
| $50K - $250K | 1.50% |
| $250K - $1.0M | 0.95% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.55% |
Clients with over $1,000,000 in assets are charged a flat annual advisory fee of 0.75% on all assets under management. Fees may be negotiable for accounts consisting primarily of low cost basis securities or family holdings.