JHM Asset Management offers investment management and general consulting services tailored to each client's needs and goals. They establish a long-term investment plan based on the client's assets, liabilities, income, expenses, goals, and risk tolerance, which is reviewed annually. JHM may use a third-party investment manager, Advyzon Investment Management, to manage assets.
Assets Under Management$25M
Clients64
Advisors1
Avg. per Client$390K
Avg. per Advisor$25M
Fee Structure
Minimum Investment:$150K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.10% |
| $5.0M - $8.0M | 0.70% |
| $8M+ | 0.50% |
Fees are negotiable on a client-by-client basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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