JMN Investment Management provides portfolio management and financial planning services. They manage investments using internally designed strategies, ETFs, individual stocks, and alternative assets. JMN also offers financial planning services covering areas like tax planning, asset allocation, retirement planning, and education planning. JMN uses the Common Sense Pricing Model (CSPM™) to determine asset allocation based on risk tolerance. JMN also manages the Neptune GBX Gold Plus Fund.
Fee Structure
JMN Investment Management charges a fee based on the value of your account, paid quarterly. The specific rate is agreed upon between you and JMN and may be negotiable. The fee is calculated by multiplying the agreed-upon annual rate by the market value of your account at the end of the previous quarter. JMN may modify the terms of the agreement, including fees, with 30 days' written notice.