J.R. Mesenburg and Associates manages customized investment portfolios based on each client's goals, income needs, risk tolerance, and other factors. They use various investment vehicles, including stocks, bonds, and mutual funds. The firm manages client assets on a discretionary basis. The minimum account size is negotiable.
Assets Under Management$120M
Clients34
Advisors1
Avg. per Client$3.5M
Avg. per Advisor$120M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | Included |
| $250K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5M+ | 0.50% |
Fee schedule is for equity and balanced portfolios. Fixed income portfolios have a different fee schedule: 0.75% of 1.00% on the first $5,000,000, 0.50% of 1.00% on the next $10,000,000, and negotiated in excess of $15,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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