JDS Investment Management offers investment management and financial planning services. For investment management, JDS determines your investment goals, risk tolerance, and time horizon to create a suitable investment strategy. Financial planning services include reviewing wills, estate plans, investments, taxes, and insurance. JDS does not sell annuities or insurance products.
Assets Under Management$42M
Clients13
Advisors1
Avg. per Client$3.2M
Avg. per Advisor$42M
Fee Structure
Minimum Investment:$200K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.75% |
| $500K - $1.0M | 0.50% |
| $1.0M - $10.0M | 0.25% |
| $10M+ | 0.25% |
The annual fee may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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