Jersey Shore Portfolio Management (JSPM) provides investment advice and manages portfolios for individuals, high net worth individuals, trusts, estates, and businesses. JSPM creates custom investment strategies based on each client's goals, risk tolerance, and financial situation, using ETFs, individual stocks and bonds, and options. JSPM also offers financial planning services covering areas like retirement, education, and personal savings. JSPM also offers a self-directed trading option for experienced investors.
Fee Structure
Jersey Shore Portfolio Management (JSPM) offers investment management services where fees range from 0.50% to 2.75% annually, depending on the size and complexity of the client relationship. Clients can choose to pay fees monthly in advance or daily. JSPM also offers Actively-Managed Strategies with fees ranging from 0.50% to 2.00% annually, depending on the strategy, size, and whether the investor is investing directly through JSPM or through another advisor. A performance-based incentive fee may also apply to certain strategies.