JMS Capital Group offers investment advice and portfolio management based on clients' individual needs. JMS also provides financial planning services covering personal finances, taxes, investments, insurance, retirement, and estate planning. JMS acts as a fiduciary, legally required to act in clients' best interests. JMS also offers pension consulting services.
Assets Under Management$160M
Clients415
Advisors3
Avg. per Client$390K
Avg. per Advisor$54M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $1.5M | 0.75% |
| $1.5M+ | 0.65% |
Fees may be negotiable based on client circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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