J.P. Marvel provides investment management services to high net worth individuals, charitable organizations, and family foundations, generally on a discretionary basis. J.P. Marvel focuses on a growth strategy, investing in high-quality companies, industry leaders, and companies with excellent management teams. Clients complete a Strategic Investment Plan detailing their goals and risk tolerance. Investment management agreements can be terminated with 30 days' notice.
Assets Under Management$680M
Clients65
Advisors3
Avg. per Client$10M
Avg. per Advisor$230M
Fee Structure
Minimum Investment:$2M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees range from 0.30% to 2% depending on the mix of assets in the client’s account and the strategy employed. Fees may be negotiated or modified in J.P. Marvel’s sole discretion.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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