JHM Asset Management, LLC is a registered investment advisor located in Richmond, Texas, founded in 2018 by James M. Crawford. JHM provides discretionary investment management and general consulting tailored to each client's specific needs, goals, and risk tolerance through ongoing dialogues and annual plan reviews. The firm invests in a wide range of securities, including stocks, bonds, exchange-traded funds, mutual funds, options, and foreign securities. JHM may engage Advyzon Investment Management LLC to manage all or a portion of client assets through a turnkey asset management program, and also utilizes the Pontera platform to manage defined contribution plan participant accounts. JHM serves individuals and high net worth individuals, operating on a fee-only basis without charging performance-based fees.
Fee Structure
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 payable quarterly in advance and are negotiable on a client-by-client basis. Third-party program fees from Advyzon Investment Management are included in the fee schedule up to 0.35%.