JLA Investment Management offers investment advice and consulting services. They work with clients to understand their financial goals and risk tolerance, then create a portfolio using stocks, bonds, exchange-traded funds, and options. JLA generally seeks to meet client investment objectives while providing access to personal advisory services. They also offer separate financial and retirement consulting services.
Assets Under Management$15M
Clients18
Advisors1
Avg. per Client$830K
Avg. per Advisor$15M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.90% |
| $5M+ | 0.90% |
Fees may be negotiable in certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...