James Hambro & Partners LLP

Fee-Only (% of Portfolio)

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.

Assets Under Management$11B
Clients6,418
AdvisorsN/A
Avg. per Client$1.6M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $5.0M1.00%
$5.0M - $10.0M0.80%
$10M+0.80%

Fees negotiable for amounts over $10,000,000. A research fee of up to 0.05% is also charged.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

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James Hambro & Partners LLP | TrueAdvisor