JA Investment Management, founded by John Arthur, is a financial advisory firm specializing in asset management, 401(k) management, and investment education. The firm manages client accounts on a non-discretionary basis unless instructed otherwise. JA Investment Management receives compensation solely from clients as a percentage of the value of their portfolio.
Assets Under Management$15M
Clients67
Advisors1
Avg. per Client$230K
Avg. per Advisor$15M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
1. 5% is for active management. 1% is for passive management. 1% is for 401(k) management (negotiable).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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