Jordan Capital AM provides investment management services to a pooled investment fund and individual clients through separate managed accounts. JCAM does not provide financial planning or asset allocation advice. Clients determine the amount of their assets to allocate to JCAM's portfolio management services. JCAM monitors and re-balances portfolios as market conditions change.
Assets Under Management$43M
Clients8
Advisors1
Avg. per Client$5.3M
Avg. per Advisor$43M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1M+ | 1.25% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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