JM2 Capital offers asset management services, focusing on building and preserving wealth through tailored plans. They meet with clients to discuss their financial situation, goals, and risk tolerance, then create a suitable portfolio. JM2 Capital also provides financial planning services as part of the asset management fee, covering areas like taxes, insurance, debt, retirement, and investments. They may recommend third-party money managers if it's in the client's best interest.
Assets Under Management$240M
Clients70
Advisors3
Avg. per Client$3.4M
Avg. per Advisor$79M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.50% |
Fees may be negotiable based upon certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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