JT Asset Allocation offers ongoing portfolio management services to individuals and high net worth individuals. They create an investment plan for each client based on their financial situation, risk tolerance, and goals. JT Asset Allocation generally invests in mutual funds, fixed income, real estate funds, equities, ETFs, treasury inflation protected bonds and non-U.S. securities. There is no account minimum.
Assets Under Management$2.8M
Clients12
Advisors2
Avg. per Client$230K
Avg. per Advisor$1.4M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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