Juniper Capital Management offers investment advice to high-net-worth individuals and family trusts, both with and without the authority to make trades without asking first. After understanding a client's goals and risk tolerance, Juniper Capital recommends investments in stocks and bonds, either directly or through mutual funds and exchange-traded funds. The firm specializes in fixed-income securities, especially mortgage-backed bonds. They use both fundamental and technical analysis to make investment decisions.
Assets Under Management$5.2M
Clients6
Advisors1
Avg. per Client$870K
Avg. per Advisor$5.2M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees are negotiable on a client-by-client basis, and are affected by, among other considerations, the size of the account and the complexity of its management. The fee ranges from 0.50% to 1.25%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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