JADIM Wealth Management offers investment management, wealth management, financial planning, and pension consulting. They analyze client information to assess their situation, define goals, and determine how to meet them. JADIM uses technical analysis and fundamental research to manage portfolios, adapting asset allocation to economic changes. They manage client investment portfolios on a discretionary basis.
Assets Under Management$23M
Clients42
Advisors1
Avg. per Client$550K
Avg. per Advisor$23M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
JADIM may negotiate to charge a lesser fee based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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