J2 Capital Management (J2CM) offers portfolio management tailored to individual client goals, including investment strategy, asset allocation, and risk tolerance assessment. J2CM also provides 401(k) management and subadvisory services to other advisors. Financial planning services cover investment planning, insurance, tax concerns, retirement, college, and debt/credit planning. J2CM uses artificial intelligence tools to assist with client meeting documentation, compliance monitoring, and operational efficiency, with human oversight and review of all AI-generated outputs.
Assets Under Management$200M
Clients209
Advisors3
Avg. per Client$940K
Avg. per Advisor$65M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.30% |
| $500K - $1.0M | 1.20% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.80% |
The above-fee grid does not apply to digital asset management. The maximum fee charged for digital asset management is 1.50%. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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