JC&Company PC refers clients to a major investment advisor and broker-dealer, such as Morgan Stanley. When clients invest in managed account programs at the referred firm, JC&Company PC receives a portion of the advisory fee charged to the client. This arrangement is disclosed to clients, who sign a document acknowledging the fee structure. Clients do not incur any additional fees as a result of the referral.
Assets Under Management$4.7M
Clients5
Advisors1
Avg. per Client$950K
Avg. per Advisor$4.7M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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