JSB Capital Management manages client accounts on a discretionary basis. JSB's annual fees range between 0.85% and 1.50% and are negotiable based on the size and complexity of the account. JSB may review outside investments for clients and charge a fee to be negotiated with the client before services are rendered. JSB also provides basic financial planning services as part of the overall management service.
Assets Under Management$10M
Clients60
Advisors1
Avg. per Client$170K
Avg. per Advisor$10M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.00% |
| $5M+ | 0.85% |
Fees are negotiable based upon the size and complexity of each client account. Certain long-standing clients may have lower fee arrangements.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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