James Hambro & Partners (JH&P) is a UK-based investment manager that provides discretionary investment management services to U.S. clients through separately managed accounts. JH&P focuses on global equities and diversifies with bonds, infrastructure, and other assets. JH&P aims to deliver long-term investment outcomes for clients.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.80% |
Fees negotiable for amounts over $10,000,000. A research fee of up to 0.05% is also charged.