J. Loyd Capital Management (JLCM) manages investment portfolios for individuals based on their specific needs and goals. JLCM creates a personal investment plan with an asset allocation target after discussing the client's objectives, risk tolerance, and financial situation. JLCM does not participate in wrap fee programs.
Assets Under Management$37M
Clients64
Advisors2
Avg. per Client$570K
Avg. per Advisor$18M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.50% |
| $2.5M+ | 0.35% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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