Jamerson-Crosby Investment Advisors provides investment advice to individuals, trusts, estates, charitable organizations, and corporations. The firm advises on stocks, bonds, mutual funds, and options, tailoring advice to each client's financial situation and risk tolerance. They formulate asset allocation strategies and monitor investments, rebalancing portfolios as needed. Client assets may be managed on a discretionary or non-discretionary basis.
Assets Under Management$800K
Clients5
Advisors1
Avg. per Client$160K
Avg. per Advisor$800K
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.50% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.5M | 1.00% |
| $2.5M+ | 1.50% |
Fees are not negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...