J. Pappas Investments offers investment management services tailored to clients' individual needs. As a registered investment advisor, J. Pappas Investments is legally required to act in your best interest. The firm provides advice on stocks, mutual funds, exchange traded funds, U.S. treasuries, bonds, municipal securities, and certificates of deposit. Clients enter into a formal written agreement that can be terminated with 30 days' notice.
Assets Under Management$4.9M
Clients23
Advisors1
Avg. per Client$210K
Avg. per Advisor$4.9M
Fee Structure
Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
For certain qualified clients, J. Pappas Investments may also charge a performance-based fee of up to 10% of the annual net profits of the eligible client account, but only to the extent that such performance-based fee is subject of a loss carryforward provision, also known as a “high water mark.”
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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