Henry James International Management, INC.

Fee-Only (% of Portfolio)

Henry James International Management (HJIM) manages investment portfolios for individuals, banks, pension plans, trusts, and corporations. HJIM specializes in international, global, and foreign investments, using strategies focused on globally-based investment instruments. Clients can access HJIM's services directly or through programs sponsored by unaffiliated investment advisors and broker-dealers.

Assets Under Management$370M
Clients57
Advisors1
Avg. per Client$6.5M
Avg. per Advisor$370M

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)

HJIM charges an annual fee based on a percentage of the assets they manage. This fee is billed quarterly, in advance, based on the value of your account on the last business day of the previous quarter. The annual fee ranges from 0.30% to 1.50%. Fees are negotiable based on the client's situation and assets. There is a minimum account size of $50,000.

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Location

1 Advisors at this firm

Henry James International Management, INC. | TrueAdvisor