Jackson Hole Capital Partners (JHCP) offers investment advice and manages portfolios for individuals, families, institutions, and private funds. JHCP creates investment strategies by selecting securities and external investment managers. They also offer financial planning, asset allocation, and coordinate with tax and estate planning professionals. JHCP's services are tailored to each client's needs, with the ability to impose some restrictions on their accounts.
Assets Under Management$970M
Clients137
Advisors4
Avg. per Client$7.1M
Avg. per Advisor$240M
Fee Structure
Minimum Investment:$2M
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Investment management fee schedule ranges from 0.25% to 1.00% depending upon the services and investment mandate for that individual client. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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