Jemma Financial Services manages investment portfolios for individuals, high net worth individuals, and other entities. Jemma tailors its investment advice based on client interviews and questionnaires. They offer various model portfolios with different risk tolerances, utilizing ETFs and mutual funds. Financial planning is incorporated into their portfolio management services at no additional cost.
Assets Under Management$150M
Clients348
Advisors5
Avg. per Client$420K
Avg. per Advisor$29M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees are negotiable for accounts over $1,000,000. Multiple household accounts can be combined to receive a lower tiered schedule fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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