JRS Investments and Wealth Preservation, LLC offers ongoing portfolio management services tailored to each client's goals, objectives, time horizon, and risk tolerance. JRS Investments works with clients to identify their investment goals and objectives, as well as risk tolerance, in order to create an initial portfolio allocation designed to complement the client’s financial situation and personal circumstances. JRS Investments requests authority to make trades without asking first.
Assets Under Management$16M
Clients172
Advisors5
Avg. per Client$92K
Avg. per Advisor$3.2M
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5M+ | 0.75% |
All fees are negotiable. For accounts under $25,000, fees are negotiable, but will not be greater than 2%.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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