J.P. Diversified Asset Management (JPD) offers ongoing investment management services based on your individual goals, objectives, time horizon, and risk tolerance. JPD creates a plan to help select a portfolio that matches your specific situation. JPD generally limits its money management to mutual funds, stocks, bonds, fixed income, debt securities, ETFs, and government securities.
Assets Under Management$25M
Clients1
Advisors1
Avg. per Client$25M
Avg. per Advisor$25M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are negotiable depending upon the needs of the client and complexity of the situation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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