JLM Advisors offers investment management, primarily managing equity portfolios with an emphasis on equity securities and exchange traded funds (ETFs). JLM also provides financial planning services where advisors review clients' financial positions and make recommendations. Clients receive access to the eMoney online platform. JLM tailors its advisory services to clients' individual needs and goals.
Assets Under Management$1.3M
Clients40
Advisors1
Avg. per Client$33K
Avg. per Advisor$1.3M
Fee Structure
Minimum Investment:$25K
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable with each client based on a variety of factors.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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