JM Advisors, LLC (JMA) offers financial planning and investment advisory services to individuals and trusts. JMA helps clients with cash management, risk management, insurance, education funding, goal setting, retirement planning, estate and charitable giving planning, tax planning, and capital needs planning. JMA works with clients to determine an appropriate asset allocation and identify suitable investment vehicles. Clients make their own investment decisions and execute trades themselves.
Fee Structure
JM Advisors provides investment advice as part of its financial planning services. The firm does not manage client accounts or have the authority to make trades. Clients implement the investment recommendations themselves. The fees are based on a retainer basis, which are priced based on the complexity and frequency of work. Retainer fees range from a minimum of $2,500 and up.