Jarrod Adams Investing (JAI) offers wealth management services, including investment management and financial planning, to individuals, high net worth individuals, trusts, estates, and corporations. JAI also provides retirement plan advisory services to retirement plans and their sponsors. JAI creates customized investment strategies based on client goals, risk tolerance, and financial situations, primarily using mutual funds and exchange-traded funds. JAI acts as a fiduciary, committed to acting in the client's best interest.
Assets Under Management$85M
Clients129
Advisors2
Avg. per Client$660K
Avg. per Advisor$43M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees may be negotiable at the sole discretion of the Advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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