Jura Investments offers investment advisory services, managing portfolios on a discretionary basis. They use a multifaceted asset allocation strategy with mutual funds, exchange traded funds, and government securities. Financial planning is provided during onboarding but is not offered as a standalone service. Jura Investments also offers pension consulting services to evaluate qualified plans.
Assets Under Management$4.3M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$4.3M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable under unusual circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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